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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 | $28,717 | $165,381-82.6% | $149,730-80.8% | $158,966-81.9% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 0.21% | 348.29%-348.1pp | 276.70%-276.5pp | 302.95%-302.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,579 | $7,182-64.1% | $6,843-62.3% | $5,983-56.9% |
| Admin fee / account holder | $6,747 | $10,809-37.6% | $9,310-27.5% | $11,250-40.0% |