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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 | $59,010 | $52,678+12.0% | $75,784-22.1% | $59,633-1.0% |
| Participation rate | 56.1% | 67.2%-11.1pp | 75.8%-19.7pp | 68.7%-12.6pp |
| Annual return | -3.76% | 2.95%-6.7pp | 9.68%-13.4pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,568 | $2,591-0.9% | $3,652-29.7% | $3,192-19.5% |
| Admin fee / account holder | $2,894 | $3,610-19.8% | $5,300-45.4% | $4,297-32.7% |