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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 | $73,324 | $58,234+25.9% | $81,783-10.3% | $80,874-9.3% |
| Participation rate | 19.6% | 63.4%-43.9pp | 72.4%-52.8pp | 67.6%-48.1pp |
| Annual return | 10.04% | 41.70%-31.7pp | 775.05%-765.0pp | 35.62%-25.6pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $814 | $3,283-75.2% | $4,320-81.2% | $4,297-81.1% |
| Admin fee / account holder | $4,511 | $4,982-9.5% | $7,380-38.9% | $6,935-35.0% |