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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 | $24,535 | $208,088-88.2% | $186,193-86.8% | $154,746-84.1% |
| Participation rate | 45.5% | 80.0%-34.5pp | 77.1%-31.7pp | 80.7%-35.2pp |
| Annual return | 8.38% | 89.97%-81.6pp | 78.03%-69.7pp | 172.34%-164.0pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,334 | $7,078-52.9% | $6,513-48.8% | $6,730-50.5% |
| Admin fee / account holder | $2,028 | $11,698-82.7% | $11,058-81.7% | $14,365-85.9% |