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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 | $27,147 | $71,230-61.9% | $93,727-71.0% | $80,959-66.5% |
| Participation rate | 60.2% | 60.4%-0.2pp | 68.7%-8.5pp | 67.7%-7.4pp |
| Annual return | 9.55% | 11.26%-1.7pp | 133.83%-124.3pp | 35.67%-26.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,740 | $4,037+17.4% | $4,417+7.3% | $4,300+10.2% |
| Admin fee / account holder | $4,170 | $6,961-40.1% | $8,292-49.7% | $6,925-39.8% |