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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 | $49,749 | $63,365-21.5% | $91,994-45.9% | $72,976-31.8% |
| Participation rate | 58.0% | 72.5%-14.5pp | 78.6%-20.6pp | 69.5%-11.5pp |
| Annual return | 18.82% | 35.35%-16.5pp | 69.04%-50.2pp | 81.02%-62.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,554 | $4,883-27.2% | $5,924-40.0% | $3,608-1.5% |
| Admin fee / account holder | $5,042 | $4,670+8.0% | $7,744-34.9% | $5,124-1.6% |