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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 | $76,486 | $101,618-24.7% | $93,063-17.8% | $137,256-44.3% |
| Participation rate | 35.7% | 74.9%-39.2pp | 72.1%-36.4pp | 80.0%-44.2pp |
| Annual return | 5.26% | 223.95%-218.7pp | 34.15%-28.9pp | 220.34%-215.1pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,552 | $4,279+29.7% | $3,958+40.3% | $6,407-13.3% |
| Admin fee / account holder | $6,520 | $6,198+5.2% | $6,033+8.1% | $12,270-46.9% |