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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 | $39,884 | $54,541-26.9% | $78,778-49.4% | $70,126-43.1% |
| Participation rate | 54.2% | 60.8%-6.6pp | 69.2%-15.0pp | 69.5%-15.4pp |
| Annual return | 10.91% | 21.07%-10.2pp | 35.62%-24.7pp | 73.15%-62.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,840 | $2,210+28.5% | $2,958-4.0% | $3,332-14.8% |
| Admin fee / account holder | $1,417 | $3,709-61.8% | $5,134-72.4% | $4,645-69.5% |