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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 | $58,776 | $81,358-27.8% | $155,556-62.2% | $80,959-27.4% |
| Participation rate | 2.6% | 66.3%-63.6pp | 78.2%-75.6pp | 67.7%-65.0pp |
| Annual return | 10.13% | 33.39%-23.3pp | 64.84%-54.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $926 | $3,455-73.2% | $5,631-83.6% | $4,300-78.5% |
| Admin fee / account holder | $618 | $7,994-92.3% | $15,885-96.1% | $6,925-91.1% |