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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 | $47,646 | $78,682-39.4% | $109,188-56.4% | $85,851-44.5% |
| Participation rate | 47.3% | 68.3%-21.0pp | 75.9%-28.6pp | 69.3%-22.0pp |
| Annual return | 10.15% | 25.09%-14.9pp | 25.76%-15.6pp | 318.63%-308.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,171 | $3,468+20.3% | $4,654-10.4% | $3,952+5.5% |
| Admin fee / account holder | $4,558 | $5,470-16.7% | $6,755-32.5% | $6,261-27.2% |