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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 | $45,237 | $87,733-48.4% | $106,551-57.5% | $85,856-47.3% |
| Participation rate | 58.0% | 71.9%-14.0pp | 76.1%-18.2pp | 69.3%-11.4pp |
| Annual return | 8.74% | 21.86%-13.1pp | 26.80%-18.1pp | 318.58%-309.8pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,163 | $3,469-37.6% | $4,398-50.8% | $3,952-45.3% |
| Admin fee / account holder | $748 | $6,767-89.0% | $7,408-89.9% | $6,261-88.1% |