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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 | $46,138 | $78,682-41.4% | $109,188-57.7% | $85,851-46.3% |
| Participation rate | 25.8% | 68.3%-42.5pp | 75.9%-50.1pp | 69.3%-43.5pp |
| Annual return | 10.48% | 25.09%-14.6pp | 25.76%-15.3pp | 318.63%-308.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,830 | $3,468-47.2% | $4,654-60.7% | $3,952-53.7% |
| Admin fee / account holder | $5,337 | $5,470-2.4% | $6,755-21.0% | $6,261-14.8% |