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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 | $41,332 | $71,197-41.9% | $93,669-55.9% | $80,925-48.9% |
| Participation rate | 31.2% | 60.4%-29.2pp | 68.7%-37.6pp | 67.7%-36.5pp |
| Annual return | 6.84% | 11.27%-4.4pp | 133.59%-126.8pp | 35.65%-28.8pp |
| Employer contribution / active EE | $60 | $1,565-96.1% | $2,424-97.5% | $2,756-97.8% |
| Participant deferral / active EE | $1,244 | $4,036-69.2% | $4,416-71.8% | $4,299-71.1% |
| Admin fee / account holder | $2,074 | $6,959-70.2% | $8,291-75.0% | $6,940-70.1% |