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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 | $62,669 | $95,453-34.3% | $112,040-44.1% | $82,448-24.0% |
| Participation rate | 44.0% | 72.8%-28.8pp | 76.5%-32.5pp | 68.1%-24.1pp |
| Annual return | 4.83% | 23.92%-19.1pp | 24.52%-19.7pp | 41.64%-36.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,649 | $4,224+10.1% | $5,098-8.8% | $4,139+12.3% |
| Admin fee / account holder | $9,781 | $9,013+8.5% | $12,098-19.2% | $7,234+35.2% |