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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 | $41,467 | $63,845-35.1% | $81,370-49.0% | $80,959-48.8% |
| Participation rate | 40.5% | 63.9%-23.4pp | 69.5%-29.1pp | 67.7%-27.2pp |
| Annual return | 7.84% | 16.37%-8.5pp | 24.85%-17.0pp | 35.67%-27.8pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,507 | $3,093+13.4% | $3,885-9.7% | $4,300-18.4% |
| Admin fee / account holder | $10,868 | $5,688+91.0% | $5,749+89.0% | $6,925+56.9% |