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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 | $81,475 | $103,392-21.2% | $87,104-6.5% | $152,897-46.7% |
| Participation rate | 56.5% | 79.4%-22.8pp | 76.9%-20.4pp | 82.5%-25.9pp |
| Annual return | 5.35% | 28.10%-22.7pp | 28.19%-22.8pp | 345.43%-340.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,365 | $4,778-50.5% | $4,048-41.6% | $5,851-59.6% |
| Admin fee / account holder | $686 | $12,194-94.4% | $7,491-90.8% | $11,599-94.1% |