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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 | $49,608 | $72,486-31.6% | $87,103-43.0% | $72,976-32.0% |
| Participation rate | 64.5% | 72.8%-8.3pp | 76.9%-12.4pp | 69.5%-5.0pp |
| Annual return | 14.97% | 24.46%-9.5pp | 28.19%-13.2pp | 81.02%-66.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,179 | $3,270-33.3% | $4,049-46.2% | $3,608-39.6% |
| Admin fee / account holder | $4,545 | $5,055-10.1% | $7,491-39.3% | $5,124-11.3% |