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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 | $21,156 | $58,241-63.7% | $81,780-74.1% | $80,911-73.9% |
| Participation rate | 26.2% | 63.4%-37.3pp | 72.4%-46.2pp | 67.6%-41.5pp |
| Annual return | 10.39% | 41.73%-31.3pp | 776.27%-765.9pp | 35.63%-25.2pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,317 | $3,283-59.9% | $4,321-69.5% | $4,297-69.3% |
| Admin fee / account holder | $4,846 | $4,973-2.6% | $7,384-34.4% | $6,935-30.1% |