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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 | $33,812 | $54,541-38.0% | $78,778-57.1% | $70,126-51.8% |
| Participation rate | 36.3% | 60.8%-24.5pp | 69.2%-32.9pp | 69.5%-33.3pp |
| Annual return | 11.76% | 21.07%-9.3pp | 35.62%-23.9pp | 73.15%-61.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,395 | $2,210-36.9% | $2,958-52.8% | $3,332-58.1% |
| Admin fee / account holder | $11,486 | $3,709+209.7% | $5,134+123.7% | $4,645+147.3% |