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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 | $46,822 | $208,088-77.5% | $186,193-74.9% | $154,746-69.7% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.1%-52.1pp | 80.7%-55.7pp |
| Annual return | 6.51% | 89.97%-83.5pp | 78.03%-71.5pp | 172.34%-165.8pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,350 | $7,078-80.9% | $6,513-79.3% | $6,730-79.9% |
| Admin fee / account holder | $50,661 | $11,698+333.1% | $11,058+358.1% | $14,365+252.7% |