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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 | $65,209 | $211,239-69.1% | $178,528-63.5% | $145,877-55.3% |
| Participation rate | 30.0% | 80.8%-50.8pp | 77.1%-47.1pp | 80.3%-50.3pp |
| Annual return | 4.62% | 30.22%-25.6pp | 27.11%-22.5pp | 551.28%-546.7pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,337 | $6,963-23.4% | $6,278-15.0% | $6,691-20.2% |
| Admin fee / account holder | $36,209 | $12,095+199.4% | $10,419+247.5% | $13,402+170.2% |