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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 | $62,446 | $114,119-45.3% | $107,187-41.7% | $138,895-55.0% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.0%-52.8pp | 79.9%-57.7pp |
| Annual return | 5.86% | 273.21%-267.3pp | 204.55%-198.7pp | 145.39%-139.5pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,709 | $5,538-51.1% | $5,096-46.8% | $6,396-57.7% |
| Admin fee / account holder | $2,176 | $10,024-78.3% | $9,162-76.2% | $12,562-82.7% |