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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 | $63,848 | $93,617-31.8% | $135,982-53.0% | $75,177-15.1% |
| Participation rate | 37.0% | 75.2%-38.2pp | 81.9%-44.9pp | 67.2%-30.2pp |
| Annual return | 7.30% | 30.89%-23.6pp | 68.32%-61.0pp | 160.75%-153.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,939 | $6,406-7.3% | $7,760-23.5% | $4,126+43.9% |
| Admin fee / account holder | $9,597 | $6,980+37.5% | $10,767-10.9% | $5,651+69.8% |