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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 | $39,833 | $98,776-59.7% | $149,745-73.4% | $79,856-50.1% |
| Participation rate | 48.8% | 75.8%-27.0pp | 82.5%-33.7pp | 69.6%-20.9pp |
| Annual return | 8.72% | 27.38%-18.7pp | 276.72%-268.0pp | 31.71%-23.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,734 | $5,681-34.3% | $6,843-45.4% | $3,741-0.2% |
| Admin fee / account holder | $10,491 | $6,053+73.3% | $9,312+12.7% | $5,306+97.7% |