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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 | $85,450 | $126,661-32.5% | $113,397-24.6% | $138,895-38.5% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.5%-33.6pp | 79.9%-37.1pp |
| Annual return | 7.97% | 25.05%-17.1pp | 23.20%-15.2pp | 145.39%-137.4pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,382 | $5,693-58.2% | $5,076-53.1% | $6,396-62.8% |
| Admin fee / account holder | $159,738 | $14,549+997.9% | $11,957+1236.0% | $12,562+1171.6% |