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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 | $82,152 | $95,404-13.9% | $113,397-27.6% | $82,637-0.6% |
| Participation rate | 59.0% | 72.8%-13.8pp | 76.5%-17.5pp | 68.1%-9.1pp |
| Annual return | 2.62% | 19.08%-16.5pp | 23.20%-20.6pp | 53.51%-50.9pp |
| Employer contribution / active EE | $169 | $2,307-92.7% | $2,977-94.3% | $2,552-93.4% |
| Participant deferral / active EE | $2,460 | $4,220-41.7% | $5,076-51.5% | $4,126-40.4% |
| Admin fee / account holder | $21,895 | $9,168+138.8% | $11,957+83.1% | $7,339+198.3% |