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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 | $48,816 | $70,366-30.6% | $66,674-26.8% | $138,895-64.9% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.7%-53.7pp | 79.9%-59.9pp |
| Annual return | 10.05% | 386.41%-376.4pp | 321.24%-311.2pp | 145.39%-135.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,514 | $4,374-65.4% | $4,084-62.9% | $6,396-76.3% |
| Admin fee / account holder | $2,789 | $5,262-47.0% | $5,098-45.3% | $12,562-77.8% |