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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 | $77,565 | $111,785-30.6% | $93,669-17.2% | $145,877-46.8% |
| Participation rate | 36.4% | 74.2%-37.9pp | 68.7%-32.4pp | 80.3%-43.9pp |
| Annual return | 5.17% | 203.79%-198.6pp | 133.59%-128.4pp | 551.28%-546.1pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,121 | $4,919-16.2% | $4,416-6.7% | $6,691-38.4% |
| Admin fee / account holder | $74,043 | $10,256+622.0% | $8,291+793.0% | $13,402+452.5% |