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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 | $81,519 | $76,551+6.5% | $123,894-34.2% | $62,881+29.6% |
| Participation rate | 51.7% | 73.0%-21.3pp | 81.4%-29.7pp | 69.3%-17.6pp |
| Annual return | 3.68% | 18.68%-15.0pp | 47.52%-43.8pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,971 | $4,840-38.6% | $5,984-50.4% | $3,203-7.2% |
| Admin fee / account holder | $11,390 | $4,826+136.0% | $8,357+36.3% | $4,296+165.1% |