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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 | $47,601 | $60,393-21.2% | $81,820-41.8% | $74,429-36.0% |
| Participation rate | 48.7% | 62.9%-14.2pp | 72.4%-23.7pp | 67.2%-18.5pp |
| Annual return | 9.82% | 16.89%-7.1pp | 777.93%-768.1pp | 1368.38%-1358.6pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,480 | $3,397-27.0% | $4,323-42.6% | $4,348-43.0% |
| Admin fee / account holder | $11,945 | $1,491+701.3% | $7,391+61.6% | $1,944+514.4% |