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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 | $37,099 | $99,011-62.5% | $86,582-57.2% | $147,586-74.9% |
| Participation rate | 28.6% | 76.3%-47.8pp | 73.5%-45.0pp | 82.8%-54.3pp |
| Annual return | 4.34% | 1312.75%-1308.4pp | 965.08%-960.7pp | 578.59%-574.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,662 | $3,972-7.8% | $3,609+1.5% | $5,439-32.7% |
| Admin fee / account holder | $1,411 | $5,709-75.3% | $4,904-71.2% | $10,886-87.0% |