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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 | $83,130 | $153,769-45.9% | $133,975-38.0% | $273,972-69.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | 1.30% | 36.51%-35.2pp | 29.29%-28.0pp | 41.46%-40.2pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,418 | $6,958-50.9% | $6,282-45.6% | $5,287-35.3% |
| Admin fee / account holder | $4,675 | $11,765-60.3% | $9,324-49.9% | $10,133-53.9% |