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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 | $55,401 | $101,618-45.5% | $93,063-40.5% | $137,256-59.6% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 10.01% | 223.95%-213.9pp | 34.15%-24.1pp | 220.34%-210.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,155 | $4,279-73.0% | $3,958-70.8% | $6,407-82.0% |
| Admin fee / account holder | $23,583 | $6,198+280.5% | $6,033+290.9% | $12,270+92.2% |