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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 | $55,068 | $99,345-44.6% | $84,753-35.0% | $273,972-79.9% |
| Participation rate | 52.2% | 80.7%-28.5pp | 76.6%-24.4pp | 83.0%-30.8pp |
| Annual return | -4.53% | 22.93%-27.5pp | 22.78%-27.3pp | 41.46%-46.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,606 | $4,270-39.0% | $3,712-29.8% | $5,287-50.7% |
| Admin fee / account holder | $957 | $6,645-85.6% | $5,333-82.0% | $10,133-90.6% |