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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 | $60,278 | $185,312-67.5% | $161,489-62.7% | $154,746-61.0% |
| Participation rate | 12.5% | 82.5%-70.0pp | 78.7%-66.2pp | 80.7%-68.2pp |
| Annual return | 8.50% | 103.84%-95.3pp | 89.72%-81.2pp | 172.34%-163.8pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,938 | $6,350-53.7% | $5,630-47.8% | $6,730-56.4% |
| Admin fee / account holder | $1,741 | $18,654-90.7% | $16,006-89.1% | $14,365-87.9% |