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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 | $83,539 | $115,903-27.9% | $100,528-16.9% | $158,966-47.4% |
| Participation rate | 58.8% | 81.6%-22.8pp | 79.4%-20.6pp | 82.0%-23.1pp |
| Annual return | 4.60% | 34.80%-30.2pp | 30.90%-26.3pp | 302.95%-298.4pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,575 | $6,677-1.5% | $6,271+4.8% | $5,983+9.9% |
| Admin fee / account holder | $28,317 | $11,000+157.4% | $8,084+250.3% | $11,250+151.7% |