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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 | $43,603 | $56,277-22.5% | $80,976-46.2% | $62,891-30.7% |
| Participation rate | 32.0% | 69.0%-37.0pp | 75.8%-43.8pp | 69.3%-37.3pp |
| Annual return | 5.20% | 22.12%-16.9pp | 17.10%-11.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $98 | $1,943-94.9% | $3,714-97.4% | $2,281-95.7% |
| Participant deferral / active EE | $1,982 | $4,195-52.8% | $5,696-65.2% | $3,203-38.1% |
| Admin fee / account holder | $1,219 | $3,741-67.4% | $5,516-77.9% | $4,296-71.6% |