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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 | $48,283 | $91,179-47.0% | $178,499-73.0% | $79,852-39.5% |
| Participation rate | 34.6% | 69.2%-34.6pp | 81.9%-47.3pp | 69.6%-35.0pp |
| Annual return | 8.89% | 24.19%-15.3pp | 151.10%-142.2pp | 31.72%-22.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,818 | $3,236-43.8% | $5,202-65.0% | $3,740-51.4% |
| Admin fee / account holder | $7,618 | $6,749+12.9% | $13,986-45.5% | $5,306+43.6% |