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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 | $109,335 | $96,558+13.2% | $80,977+35.0% | $273,972-60.1% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.8%-25.8pp | 83.0%-33.0pp |
| Annual return | 0.72% | 15.14%-14.4pp | 17.11%-16.4pp | 41.46%-40.7pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,220 | $6,598-20.9% | $5,696-8.4% | $5,287-1.3% |
| Admin fee / account holder | $12,019 | $7,493+60.4% | $5,517+117.9% | $10,133+18.6% |