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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 | $48,982 | $81,476-39.9% | $102,383-52.2% | $80,925-39.5% |
| Participation rate | 47.9% | 66.8%-18.9pp | 74.5%-26.6pp | 67.7%-19.7pp |
| Annual return | 9.69% | 25.59%-15.9pp | 24.94%-15.2pp | 35.65%-26.0pp |
| Employer contribution / active EE | $255 | $3,105-91.8% | $3,870-93.4% | $2,756-90.7% |
| Participant deferral / active EE | $2,236 | $3,871-42.2% | $5,060-55.8% | $4,299-48.0% |
| Admin fee / account holder | $14,310 | $6,717+113.0% | $8,391+70.5% | $6,940+106.2% |