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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 | $60,022 | $96,731-38.0% | $123,973-51.6% | $86,983-31.0% |
| Participation rate | 60.6% | 70.0%-9.4pp | 76.7%-16.1pp | 69.5%-8.9pp |
| Annual return | 7.76% | 17.33%-9.6pp | 388.13%-380.4pp | 25.83%-18.1pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,759 | $4,152-9.5% | $5,247-28.4% | $4,194-10.4% |
| Admin fee / account holder | $34,787 | $8,722+298.8% | $11,799+194.8% | $7,856+342.8% |