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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 | $22,496 | $110,337-79.6% | $102,383-78.0% | $145,877-84.6% |
| Participation rate | 30.4% | 77.9%-47.5pp | 74.5%-44.1pp | 80.3%-49.9pp |
| Annual return | 9.00% | 24.83%-15.8pp | 24.94%-15.9pp | 551.28%-542.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,462 | $5,621-56.2% | $5,060-51.3% | $6,691-63.2% |
| Admin fee / account holder | $976 | $9,750-90.0% | $8,391-88.4% | $13,402-92.7% |