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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 | $37,372 | $107,341-65.2% | $92,897-59.8% | $152,870-75.6% |
| Participation rate | 31.8% | 79.8%-48.0pp | 76.0%-44.2pp | 82.4%-50.6pp |
| Annual return | 5.75% | 145.59%-139.8pp | 109.42%-103.7pp | 345.34%-339.6pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,346 | $4,847-72.2% | $4,238-68.2% | $5,850-77.0% |
| Admin fee / account holder | $618 | $7,080-91.3% | $5,794-89.3% | $11,597-94.7% |