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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 | $37,883 | $84,236-55.0% | $170,439-77.8% | $70,124-46.0% |
| Participation rate | 56.0% | 70.8%-14.8pp | 83.6%-27.6pp | 69.5%-13.5pp |
| Annual return | 8.73% | 23.06%-14.3pp | 205.94%-197.2pp | 73.14%-64.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,339 | $3,086+8.2% | $4,939-32.4% | $3,332+0.2% |
| Admin fee / account holder | $1,153 | $5,698-79.8% | $13,881-91.7% | $4,645-75.2% |