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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 | $35,123 | $155,555-77.4% | $146,866-76.1% | $155,188-77.4% |
| Participation rate | 44.4% | 84.0%-39.5pp | 82.5%-38.1pp | 80.8%-36.4pp |
| Annual return | 9.88% | 115.41%-105.5pp | 102.85%-93.0pp | 148.84%-139.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,743 | $8,044-53.5% | $7,759-51.8% | $6,531-42.7% |
| Admin fee / account holder | $1,872 | $14,755-87.3% | $13,620-86.3% | $14,480-87.1% |