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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 | $109,547 | $77,908+40.6% | $149,696-26.8% | $75,173+45.7% |
| Participation rate | 46.2% | 65.6%-19.4pp | 78.8%-32.6pp | 67.2%-21.0pp |
| Annual return | 8.37% | 31.73%-23.4pp | 134.46%-126.1pp | 160.72%-152.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,374 | $3,411-1.1% | $5,682-40.6% | $4,126-18.2% |
| Admin fee / account holder | $17,651 | $5,950+196.7% | $13,212+33.6% | $5,651+212.4% |