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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 | $74,188 | $60,349+22.9% | $74,1840% | $62,881+18.0% |
| Participation rate | 48.0% | 72.7%-24.7pp | 76.6%-28.6pp | 69.3%-21.3pp |
| Annual return | 4.55% | 21.38%-16.8pp | 17.74%-13.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,515 | $2,856+58.1% | $3,550+27.2% | $3,203+41.0% |
| Admin fee / account holder | $14,743 | $4,261+246.0% | $5,586+163.9% | $4,296+243.2% |