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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 | $70,000 | $112,112-37.6% | $95,956-27.0% | $158,950-56.0% |
| Participation rate | 26.7% | 79.0%-52.3pp | 77.1%-50.4pp | 82.0%-55.3pp |
| Annual return | 5.84% | 171.15%-165.3pp | 91.63%-85.8pp | 302.91%-297.1pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,291 | $4,784-31.2% | $4,167-21.0% | $5,983-45.0% |
| Admin fee / account holder | $50,741 | $10,134+400.7% | $6,797+646.6% | $11,248+351.1% |