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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 | $89,480 | $85,766+4.3% | $136,297-34.3% | $70,124+27.6% |
| Participation rate | 53.8% | 74.2%-20.3pp | 81.9%-28.1pp | 69.5%-15.7pp |
| Annual return | 13.31% | 31.45%-18.1pp | 5156.19%-5142.9pp | 73.14%-59.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,878 | $5,051-23.2% | $6,247-37.9% | $3,332+16.4% |
| Admin fee / account holder | $343 | $5,420-93.7% | $9,244-96.3% | $4,645-92.6% |