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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 | $96,048 | $51,638+86.0% | $68,368+40.5% | $82,448+16.5% |
| Participation rate | 33.3% | 63.6%-30.3pp | 73.8%-40.4pp | 68.1%-34.7pp |
| Annual return | 13.15% | 37.53%-24.4pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,699 | $2,914-41.7% | $4,123-58.8% | $4,139-58.9% |
| Admin fee / account holder | $5,589 | $4,643+20.4% | $5,150+8.5% | $7,234-22.7% |