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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 | $45,020 | $78,707-42.8% | $117,861-61.8% | $70,126-35.8% |
| Participation rate | 44.0% | 73.2%-29.2pp | 79.7%-35.7pp | 69.5%-25.5pp |
| Annual return | 11.36% | 23.30%-11.9pp | 335.11%-323.7pp | 73.15%-61.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,765 | $3,297+14.2% | $4,482-16.0% | $3,332+13.0% |
| Admin fee / account holder | $4,568 | $5,066-9.8% | $8,021-43.0% | $4,645-1.7% |