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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 | $67,706 | $85,766-21.1% | $136,298-50.3% | $70,126-3.5% |
| Participation rate | 68.3% | 74.2%-5.9pp | 81.9%-13.6pp | 69.5%-1.2pp |
| Annual return | 7.95% | 31.46%-23.5pp | 5156.27%-5148.3pp | 73.15%-65.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,078 | $5,051-39.1% | $6,247-50.7% | $3,332-7.6% |
| Admin fee / account holder | $2,721 | $5,421-49.8% | $9,244-70.6% | $4,645-41.4% |