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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 | $33,050 | $114,013-71.0% | $103,693-68.1% | $155,188-78.7% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.8pp | 80.8%-37.9pp |
| Annual return | 4.54% | 49.31%-44.8pp | 47.61%-43.1pp | 148.84%-144.3pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,551 | $4,970-68.8% | $4,579-66.1% | $6,531-76.3% |
| Admin fee / account holder | $4,200 | $8,407-50.0% | $7,858-46.6% | $14,480-71.0% |