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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 | $50,358 | $105,198-52.1% | $159,455-68.4% | $85,856-41.3% |
| Participation rate | 39.5% | 75.8%-36.2pp | 82.8%-43.3pp | 69.3%-29.8pp |
| Annual return | 10.60% | 45.08%-34.5pp | 263.63%-253.0pp | 318.58%-308.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,802 | $5,946-36.1% | $7,353-48.3% | $3,952-3.8% |
| Admin fee / account holder | $18,224 | $6,934+162.8% | $10,800+68.7% | $6,261+191.1% |