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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 | $45,318 | $81,504-44.4% | $102,437-55.8% | $80,959-44.0% |
| Participation rate | 31.2% | 66.9%-35.7pp | 74.5%-43.3pp | 67.7%-36.5pp |
| Annual return | 9.80% | 25.60%-15.8pp | 24.95%-15.2pp | 35.67%-25.9pp |
| Employer contribution / active EE | $324 | $3,104-89.5% | $3,871-91.6% | $2,757-88.2% |
| Participant deferral / active EE | $2,163 | $3,871-44.1% | $5,060-57.3% | $4,300-49.7% |
| Admin fee / account holder | $12,305 | $6,719+83.1% | $8,388+46.7% | $6,925+77.7% |