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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 | $69,784 | $144,124-51.6% | $117,857-40.8% | $147,585-52.7% |
| Participation rate | 25.0% | 83.4%-58.4pp | 79.7%-54.7pp | 82.8%-57.8pp |
| Annual return | 8.22% | 531.17%-523.0pp | 335.09%-326.9pp | 578.57%-570.4pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,047 | $5,316-42.7% | $4,482-32.0% | $5,439-44.0% |
| Admin fee / account holder | $1,534 | $10,886-85.9% | $8,020-80.9% | $10,885-85.9% |