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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 | $33,691 | $117,895-71.4% | $102,460-67.1% | $145,897-76.9% |
| Participation rate | 28.6% | 78.6%-50.1pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 4.73% | 31.92%-27.2pp | 29.47%-24.7pp | 552.29%-547.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,770 | $5,736-69.1% | $5,056-65.0% | $6,689-73.5% |
| Admin fee / account holder | $1,172 | $13,353-91.2% | $9,460-87.6% | $13,390-91.2% |