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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 | $59,143 | $58,493+1.1% | $84,021-29.6% | $72,975-19.0% |
| Participation rate | 30.2% | 61.2%-31.1pp | 69.0%-38.9pp | 69.5%-39.3pp |
| Annual return | 16.33% | 28.93%-12.6pp | 71.32%-55.0pp | 81.01%-64.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,022 | $2,394-15.5% | $3,239-37.6% | $3,608-43.9% |
| Admin fee / account holder | $4,119 | $4,569-9.8% | $6,102-32.5% | $5,124-19.6% |