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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 | $39,640 | $141,001-71.9% | $112,228-64.7% | $139,487-71.6% |
| Participation rate | 59.1% | 79.2%-20.1pp | 72.4%-13.3pp | 80.3%-21.2pp |
| Annual return | 6.78% | 32.75%-26.0pp | 30.23%-23.5pp | 373.84%-367.1pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,432-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,843 | $5,877-68.6% | $4,800-61.6% | $6,713-72.5% |
| Admin fee / account holder | $4,561 | $9,959-54.2% | $7,752-41.2% | $11,407-60.0% |