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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 | $47,544 | $70,486-32.5% | $100,535-52.7% | $79,856-40.5% |
| Participation rate | 39.6% | 73.6%-34.0pp | 79.4%-39.8pp | 69.6%-30.0pp |
| Annual return | 11.95% | 21.90%-9.9pp | 30.90%-18.9pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,945 | $5,182-23.9% | $6,271-37.1% | $3,741+5.5% |
| Admin fee / account holder | $7,481 | $4,480+67.0% | $8,085-7.5% | $5,306+41.0% |