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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,722 | $165,381-76.0% | $149,730-73.5% | $158,966-75.0% |
| Participation rate | 46.7% | 84.6%-37.9pp | 82.5%-35.8pp | 82.0%-35.3pp |
| Annual return | 7.77% | 348.29%-340.5pp | 276.70%-268.9pp | 302.95%-295.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,392 | $7,182+2.9% | $6,843+8.0% | $5,983+23.5% |
| Admin fee / account holder | $2,518 | $10,809-76.7% | $9,310-73.0% | $11,250-77.6% |