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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 | $39,901 | $185,905-78.5% | $170,057-76.5% | $139,487-71.4% |
| Participation rate | 35.7% | 87.8%-52.0pp | 87.0%-51.3pp | 80.3%-44.6pp |
| Annual return | 2.52% | 60.56%-58.0pp | 53.42%-50.9pp | 373.84%-371.3pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,023 | $11,627-74.0% | $10,411-71.0% | $6,713-55.0% |
| Admin fee / account holder | $1,917 | $15,397-87.5% | $12,826-85.1% | $11,407-83.2% |