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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 | $24,417 | $125,778-80.6% | $114,563-78.7% | $154,746-84.2% |
| Participation rate | 53.8% | 75.2%-21.3pp | 72.9%-19.1pp | 80.7%-26.9pp |
| Annual return | 6.84% | 295.14%-288.3pp | 241.09%-234.3pp | 172.34%-165.5pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $938 | $4,445-78.9% | $4,142-77.3% | $6,730-86.1% |
| Admin fee / account holder | $11,096 | $8,190+35.5% | $7,623+45.6% | $14,365-22.8% |