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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 | $54,017 | $72,027-25.0% | $185,835-70.9% | $79,852-32.4% |
| Participation rate | 56.8% | 65.8%-9.0pp | 78.0%-21.2pp | 69.6%-12.8pp |
| Annual return | 3.09% | 23.13%-20.0pp | 35.96%-32.9pp | 31.72%-28.6pp |
| Employer contribution / active EE | $26 | $1,965-98.7% | $4,087-99.4% | $2,471-99.0% |
| Participant deferral / active EE | $2,259 | $3,780-40.2% | $5,633-59.9% | $3,740-39.6% |
| Admin fee / account holder | $1,335 | $4,513-70.4% | $9,502-86.0% | $5,306-74.8% |