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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 | $73,693 | $98,776-25.4% | $149,745-50.8% | $79,856-7.7% |
| Participation rate | 31.0% | 75.8%-44.8pp | 82.5%-51.4pp | 69.6%-38.6pp |
| Annual return | 0.79% | 27.38%-26.6pp | 276.72%-275.9pp | 31.71%-30.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,239 | $5,681-43.0% | $6,843-52.7% | $3,741-13.4% |
| Admin fee / account holder | $52,409 | $6,053+765.9% | $9,312+462.8% | $5,306+887.7% |