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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 | $23,518 | $101,618-76.9% | $93,063-74.7% | $137,256-82.9% |
| Participation rate | 62.5% | 74.9%-12.4pp | 72.1%-9.6pp | 80.0%-17.5pp |
| Annual return | 7.81% | 223.95%-216.1pp | 34.15%-26.3pp | 220.34%-212.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,439 | $4,279-43.0% | $3,958-38.4% | $6,407-61.9% |
| Admin fee / account holder | $772 | $6,198-87.5% | $6,033-87.2% | $12,270-93.7% |