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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 | $29,594 | $63,365-53.3% | $91,994-67.8% | $72,975-59.4% |
| Participation rate | 44.4% | 72.5%-28.1pp | 78.6%-34.2pp | 69.5%-25.0pp |
| Annual return | 13.30% | 35.35%-22.1pp | 69.04%-55.7pp | 81.01%-67.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,248 | $4,883-33.5% | $5,924-45.2% | $3,608-10.0% |
| Admin fee / account holder | $2,852 | $4,670-38.9% | $7,744-63.2% | $5,124-44.3% |