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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 | $54,633 | $55,684-1.9% | $75,900-28.0% | $72,976-25.1% |
| Participation rate | 32.0% | 61.1%-29.1pp | 69.3%-37.3pp | 69.5%-37.5pp |
| Annual return | 2.51% | 27.60%-25.1pp | 30.73%-28.2pp | 81.02%-78.5pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,464 | $2,634-44.4% | $3,604-59.4% | $3,608-59.4% |
| Admin fee / account holder | $493 | $3,981-87.6% | $5,421-90.9% | $5,124-90.4% |