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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 | $58,419 | $58,493-0.1% | $84,023-30.5% | $72,976-19.9% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 0.24% | 28.93%-28.7pp | 71.32%-71.1pp | 81.02%-80.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,119 | $2,394-53.3% | $3,239-65.5% | $3,608-69.0% |
| Admin fee / account holder | $4,347 | $4,569-4.9% | $6,102-28.8% | $5,124-15.2% |