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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 | $58,119 | $111,830-48.0% | $93,696-38.0% | $145,884-60.2% |
| Participation rate | 56.3% | 74.2%-18.0pp | 68.7%-12.5pp | 80.3%-24.1pp |
| Annual return | 6.18% | 204.08%-197.9pp | 133.74%-127.6pp | 551.85%-545.7pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,104 | $4,920-57.2% | $4,417-52.4% | $6,690-68.6% |
| Admin fee / account holder | $29,830 | $10,249+191.1% | $8,287+260.0% | $13,392+122.7% |