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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 | $111,978 | $83,898+33.5% | $133,346-16.0% | $94,015+19.1% |
| Participation rate | 19.5% | 63.4%-43.8pp | 72.8%-53.3pp | 70.8%-51.3pp |
| Annual return | 8.00% | 16.00%-8.0pp | 36.85%-28.8pp | 17.84%-9.8pp |
| Employer contribution / active EE | $122 | $1,821-93.3% | $2,853-95.7% | $2,790-95.6% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $7,239 | $7,809-7.3% | $14,264-49.2% | $8,951-19.1% |