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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 | $21,891 | $100,868-78.3% | $90,414-75.8% | $158,931-86.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 0.36% | 1724.58%-1724.2pp | 1293.19%-1292.8pp | 302.86%-302.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,408 | $4,348-21.6% | $3,963-14.0% | $5,982-43.0% |
| Admin fee / account holder | $3,946 | $6,502-39.3% | $5,611-29.7% | $11,247-64.9% |