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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 | $73,584 | $78,197-5.9% | $98,090-25.0% | $82,637-11.0% |
| Participation rate | 54.0% | 77.5%-23.5pp | 81.5%-27.5pp | 68.1%-14.1pp |
| Annual return | 8.30% | 40.25%-31.9pp | 37.05%-28.7pp | 53.51%-45.2pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,843 | $6,636-12.0% | $7,845-25.5% | $4,126+41.6% |
| Admin fee / account holder | $23,041 | $14,832+55.3% | $11,815+95.0% | $7,339+214.0% |