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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 | $72,668 | $110,337-34.1% | $102,383-29.0% | $145,877-50.2% |
| Participation rate | 22.2% | 77.9%-55.7pp | 74.5%-52.3pp | 80.3%-58.1pp |
| Annual return | 5.83% | 24.83%-19.0pp | 24.94%-19.1pp | 551.28%-545.5pp |
| Employer contribution / active EE | $746 | $4,216-82.3% | $3,870-80.7% | $4,663-84.0% |
| Participant deferral / active EE | $3,234 | $5,621-42.5% | $5,060-36.1% | $6,691-51.7% |
| Admin fee / account holder | $9,463 | $9,750-2.9% | $8,391+12.8% | $13,402-29.4% |