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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 | $94,207 | $91,179+3.3% | $178,499-47.2% | $79,852+18.0% |
| Participation rate | 12.0% | 69.2%-57.2pp | 81.9%-69.9pp | 69.6%-57.6pp |
| Annual return | 10.00% | 24.19%-14.2pp | 151.10%-141.1pp | 31.72%-21.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,083 | $3,236-66.5% | $5,202-79.2% | $3,740-71.1% |
| Admin fee / account holder | $1,291 | $6,749-80.9% | $13,986-90.8% | $5,306-75.7% |