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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 | $46,438 | $72,446-35.9% | $67,561-31.3% | $145,877-68.2% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 7.31% | 7211.98%-7204.7pp | 3525.44%-3518.1pp | 551.28%-544.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,929 | $4,785-38.8% | $4,003-26.8% | $6,691-56.2% |
| Admin fee / account holder | $1,056 | $5,541-80.9% | $4,006-73.6% | $13,402-92.1% |