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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 | $73,789 | $103,392-28.6% | $87,104-15.3% | $152,897-51.7% |
| Participation rate | 57.1% | 79.4%-22.2pp | 76.9%-19.7pp | 82.5%-25.3pp |
| Annual return | 6.31% | 28.10%-21.8pp | 28.19%-21.9pp | 345.43%-339.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,809 | $4,778+42.5% | $4,048+68.2% | $5,851+16.4% |
| Admin fee / account holder | $8,196 | $12,194-32.8% | $7,491+9.4% | $11,599-29.3% |