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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 | $76,848 | $108,825-29.4% | $156,181-50.8% | $82,448-6.8% |
| Participation rate | 68.0% | 72.4%-4.4pp | 78.8%-10.8pp | 68.1%-0.1pp |
| Annual return | 4.04% | 20.59%-16.5pp | 64.87%-60.8pp | 41.64%-37.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,040 | $4,577-55.4% | $6,132-66.7% | $4,139-50.7% |
| Admin fee / account holder | $4,469 | $9,341-52.2% | $14,586-69.4% | $7,234-38.2% |