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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 | $44,767 | $48,314-7.3% | $67,561-33.7% | $80,925-44.7% |
| Participation rate | 49.1% | 66.4%-17.3pp | 72.9%-23.8pp | 67.7%-18.5pp |
| Annual return | 10.79% | 18.28%-7.5pp | 3525.44%-3514.7pp | 35.65%-24.9pp |
| Employer contribution / active EE | $105 | $2,022-94.8% | $2,735-96.2% | $2,756-96.2% |
| Participant deferral / active EE | $4,341 | $2,927+48.3% | $4,003+8.4% | $4,299+1.0% |
| Admin fee / account holder | $8,661 | $3,690+134.7% | $4,006+116.2% | $6,940+24.8% |