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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 | $24,946 | $76,551-67.4% | $123,894-79.9% | $62,881-60.3% |
| Participation rate | 53.1% | 73.0%-19.9pp | 81.4%-28.3pp | 69.3%-16.2pp |
| Annual return | 2.24% | 18.68%-16.4pp | 47.52%-45.3pp | 20.14%-17.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,584 | $4,840+15.4% | $5,984-6.7% | $3,203+74.3% |
| Admin fee / account holder | $6,716 | $4,826+39.2% | $8,357-19.6% | $4,296+56.3% |