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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 | $46,465 | $68,880-32.5% | $120,580-61.5% | $80,959-42.6% |
| Participation rate | 15.1% | 61.7%-46.6pp | 72.0%-56.9pp | 67.7%-52.6pp |
| Annual return | 7.46% | 23.68%-16.2pp | 107.48%-100.0pp | 35.67%-28.2pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,160 | $3,191-63.7% | $4,995-76.8% | $4,300-73.0% |
| Admin fee / account holder | $2,995 | $5,785-48.2% | $9,418-68.2% | $6,925-56.8% |