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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 | $108,869 | $103,387+5.3% | $87,102+25.0% | $152,885-28.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 8.31% | 28.10%-19.8pp | 28.19%-19.9pp | 345.39%-337.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,486 | $4,778-48.0% | $4,048-38.6% | $5,851-57.5% |
| Admin fee / account holder | $2,501 | $12,193-79.5% | $7,491-66.6% | $11,598-78.4% |