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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 | $65,793 | $53,128+23.8% | $86,582-24.0% | $70,126-6.2% |
| Participation rate | 25.0% | 65.3%-40.3pp | 73.5%-48.5pp | 69.5%-44.5pp |
| Annual return | 10.92% | 27.66%-16.7pp | 965.08%-954.2pp | 73.15%-62.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $903 | $2,695-66.5% | $3,609-75.0% | $3,332-72.9% |
| Admin fee / account holder | $21,214 | $3,584+492.0% | $4,904+332.6% | $4,645+356.7% |