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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 | $67,942 | $101,763-33.2% | $164,866-58.8% | $80,874-16.0% |
| Participation rate | 57.1% | 71.8%-14.7pp | 78.6%-21.5pp | 67.6%-10.5pp |
| Annual return | 7.69% | 16.73%-9.0pp | 69.97%-62.3pp | 35.62%-27.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,833 | $4,477-36.7% | $6,033-53.0% | $4,297-34.1% |
| Admin fee / account holder | $7,717 | $8,228-6.2% | $12,689-39.2% | $6,935+11.3% |