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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 | $34,251 | $81,476-58.0% | $102,383-66.5% | $80,925-57.7% |
| Participation rate | 65.8% | 66.8%-1.1pp | 74.5%-8.7pp | 67.7%-1.9pp |
| Annual return | 6.96% | 25.59%-18.6pp | 24.94%-18.0pp | 35.65%-28.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,813 | $3,871-53.2% | $5,060-64.2% | $4,299-57.8% |
| Admin fee / account holder | $18,018 | $6,717+168.2% | $8,391+114.7% | $6,940+159.6% |