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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 | $25,824 | $81,276-68.2% | $155,574-83.4% | $80,925-68.1% |
| Participation rate | 56.7% | 66.2%-9.6pp | 78.2%-21.5pp | 67.7%-11.0pp |
| Annual return | 5.17% | 33.36%-28.2pp | 64.87%-59.7pp | 35.65%-30.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,097 | $3,453-68.2% | $5,629-80.5% | $4,299-74.5% |
| Admin fee / account holder | $2,465 | $7,993-69.2% | $15,914-84.5% | $6,940-64.5% |