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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 | $59,486 | $106,267-44.0% | $96,520-38.4% | $139,456-57.3% |
| Participation rate | 52.6% | 77.8%-25.2pp | 74.3%-21.7pp | 80.3%-27.7pp |
| Annual return | 9.22% | 38.45%-29.2pp | 35.72%-26.5pp | 373.45%-364.2pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,747 | $5,454-31.3% | $4,879-23.2% | $6,711-44.2% |
| Admin fee / account holder | $4,930 | $7,882-37.5% | $6,733-26.8% | $11,407-56.8% |