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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 | $46,064 | $58,828-21.7% | $78,002-40.9% | $62,881-26.7% |
| Participation rate | 59.6% | 71.1%-11.4pp | 75.5%-15.9pp | 69.3%-9.7pp |
| Annual return | 4.28% | 17.16%-12.9pp | 425.99%-421.7pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,221 | $2,686-17.3% | $3,497-36.5% | $3,203-30.6% |
| Admin fee / account holder | $4,942 | $4,393+12.5% | $5,481-9.8% | $4,296+15.0% |