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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 | $68,859 | $58,057+18.6% | $97,032-29.0% | $86,983-20.8% |
| Participation rate | 32.1% | 60.4%-28.2pp | 71.6%-39.4pp | 69.5%-37.4pp |
| Annual return | 12.59% | 22.26%-9.7pp | 35.38%-22.8pp | 25.83%-13.2pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,486 | $3,244-23.4% | $4,672-46.8% | $4,194-40.7% |
| Admin fee / account holder | $472 | $4,839-90.2% | $9,418-95.0% | $7,856-94.0% |