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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 | $33,986 | $83,898-59.5% | $133,346-74.5% | $94,015-63.9% |
| Participation rate | 63.9% | 63.4%+0.5pp | 72.8%-9.0pp | 70.8%-6.9pp |
| Annual return | 9.57% | 16.00%-6.4pp | 36.85%-27.3pp | 17.84%-8.3pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,856 | $3,245-42.8% | $4,332-57.2% | $4,249-56.3% |
| Admin fee / account holder | $5,969 | $7,809-23.6% | $14,264-58.2% | $8,951-33.3% |