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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 | $43,879 | $60,349-27.3% | $74,184-40.9% | $62,881-30.2% |
| Participation rate | 64.0% | 72.7%-8.7pp | 76.6%-12.6pp | 69.3%-5.3pp |
| Annual return | 3.44% | 21.38%-17.9pp | 17.74%-14.3pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,858 | $2,856-34.9% | $3,550-47.7% | $3,203-42.0% |
| Admin fee / account holder | $561 | $4,261-86.8% | $5,586-90.0% | $4,296-86.9% |