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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 | $51,660 | $55,446-6.8% | $155,574-66.8% | $74,429-30.6% |
| Participation rate | 34.7% | 61.9%-27.2pp | 78.2%-43.5pp | 67.2%-32.5pp |
| Annual return | 9.12% | 269.20%-260.1pp | 64.87%-55.7pp | 1368.38%-1359.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,224 | $2,836-56.8% | $5,629-78.3% | $4,348-71.9% |
| Admin fee / account holder | $9,173 | $1,743+426.3% | $15,914-42.4% | $1,944+371.8% |