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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 | $55,745 | $55,930-0.3% | $76,089-26.7% | $80,925-31.1% |
| Participation rate | 38.9% | 62.1%-23.2pp | 69.1%-30.2pp | 67.7%-28.8pp |
| Annual return | 7.86% | 20.58%-12.7pp | 360.94%-353.1pp | 35.65%-27.8pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,579 | $3,051-15.5% | $4,259-39.4% | $4,299-40.0% |
| Admin fee / account holder | $5,052 | $5,241-3.6% | $6,418-21.3% | $6,940-27.2% |