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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 | $25,855 | $81,358-68.2% | $155,556-83.4% | $80,959-68.1% |
| Participation rate | 20.0% | 66.3%-46.3pp | 78.2%-58.2pp | 67.7%-47.7pp |
| Annual return | 9.23% | 33.39%-24.2pp | 64.84%-55.6pp | 35.67%-26.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,268 | $3,455-63.3% | $5,631-77.5% | $4,300-70.5% |
| Admin fee / account holder | $3,984 | $7,994-50.2% | $15,885-74.9% | $6,925-42.5% |