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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 | $86,111 | $117,846-26.9% | $102,434-15.9% | $145,884-41.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 4.62% | 31.90%-27.3pp | 29.46%-24.8pp | 551.85%-547.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,979 | $5,733-48.0% | $5,055-41.1% | $6,690-55.5% |
| Admin fee / account holder | $25,133 | $13,356+88.2% | $9,462+165.6% | $13,392+87.7% |