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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 | $37,797 | $78,670-52.0% | $109,173-65.4% | $85,847-56.0% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.7pp |
| Annual return | 6.45% | 25.09%-18.6pp | 25.75%-19.3pp | 318.61%-312.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,354 | $3,467-3.3% | $4,654-27.9% | $3,952-15.1% |
| Admin fee / account holder | $9,438 | $5,469+72.6% | $6,755+39.7% | $6,261+50.8% |