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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 | $11,747 | $114,013-89.7% | $103,693-88.7% | $155,188-92.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 4.18% | 49.31%-45.1pp | 47.61%-43.4pp | 148.84%-144.7pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,010 | $4,970-39.4% | $4,579-34.3% | $6,531-53.9% |
| Admin fee / account holder | $547,532 | $8,407+6412.8% | $7,858+6867.7% | $14,480+3681.4% |