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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 | $50,049 | $78,520-36.3% | $96,576-48.2% | $82,448-39.3% |
| Participation rate | 40.7% | 77.7%-37.0pp | 81.4%-40.7pp | 68.1%-27.3pp |
| Annual return | 12.97% | 41.30%-28.3pp | 38.47%-25.5pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,047 | $6,754-10.5% | $7,956-24.0% | $4,139+46.1% |
| Admin fee / account holder | $39,093 | $13,455+190.6% | $11,381+243.5% | $7,234+440.4% |