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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 | $35,795 | $62,132-42.4% | $185,835-80.7% | $73,493-51.3% |
| Participation rate | 46.5% | 67.8%-21.3pp | 78.0%-31.5pp | 70.7%-24.2pp |
| Annual return | 10.84% | 20.44%-9.6pp | 35.96%-25.1pp | 28.51%-17.7pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,533 | $3,711-58.7% | $5,633-72.8% | $3,740-59.0% |
| Admin fee / account holder | $6,839 | $419+1533.3% | $9,502-28.0% | $513+1232.9% |