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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 | $48,943 | $57,763-15.3% | $112,228-56.4% | $71,529-31.6% |
| Participation rate | 54.9% | 58.9%-4.0pp | 72.4%-17.5pp | 67.9%-13.0pp |
| Annual return | 13.22% | 18.26%-5.0pp | 30.23%-17.0pp | 28.97%-15.8pp |
| Employer contribution / active EE | $0 | $1,916-100.0% | $3,432-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $4,907 | $2,865+71.3% | $4,800+2.2% | $4,291+14.3% |
| Admin fee / account holder | $18,787 | $1,563+1102.2% | $7,752+142.4% | $1,588+1082.7% |