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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 | $77,916 | $114,119-31.7% | $107,187-27.3% | $138,895-43.9% |
| Participation rate | 43.5% | 78.1%-34.6pp | 75.0%-31.5pp | 79.9%-36.4pp |
| Annual return | 6.86% | 273.21%-266.3pp | 204.55%-197.7pp | 145.39%-138.5pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,933 | $5,538-65.1% | $5,096-62.1% | $6,396-69.8% |
| Admin fee / account holder | $50,119 | $10,024+400.0% | $9,162+447.0% | $12,562+299.0% |