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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 | $100,938-78.3% | $90,461-75.8% | $158,982-86.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 0.36% | 1727.20%-1726.8pp | 1294.76%-1294.4pp | 302.99%-302.6pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,408 | $4,350-21.6% | $3,964-14.0% | $5,983-43.0% |
| Admin fee / account holder | $3,946 | $6,510-39.4% | $5,617-29.8% | $11,252-64.9% |