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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 | $78,802 | $100,194-21.4% | $122,979-35.9% | $86,983-9.4% |
| Participation rate | 64.7% | 73.0%-8.3pp | 77.2%-12.5pp | 69.5%-4.8pp |
| Annual return | 11.06% | 16.47%-5.4pp | 20.12%-9.1pp | 25.83%-14.8pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,349 | $4,133-43.2% | $5,003-53.0% | $4,194-44.0% |
| Admin fee / account holder | $37,438 | $10,148+268.9% | $12,864+191.0% | $7,856+376.6% |