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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 | $46,972 | $99,875-53.0% | $146,866-68.0% | $86,983-46.0% |
| Participation rate | 28.3% | 75.8%-47.5pp | 82.5%-54.2pp | 69.5%-41.2pp |
| Annual return | 11.19% | 28.10%-16.9pp | 102.85%-91.7pp | 25.83%-14.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,495 | $6,322-28.9% | $7,759-42.1% | $4,194+7.2% |
| Admin fee / account holder | $3,290 | $7,838-58.0% | $13,620-75.8% | $7,856-58.1% |