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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 | $63,380 | $109,872-42.3% | $98,483-35.6% | $167,536-62.2% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 7.46% | 1959.31%-1951.9pp | 1494.38%-1486.9pp | 478.82%-471.4pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,663 | $4,673-43.0% | $4,276-37.7% | $6,342-58.0% |
| Admin fee / account holder | $2,633 | $6,757-61.0% | $5,953-55.8% | $12,315-78.6% |