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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 | $57,202 | $111,535-48.7% | $105,223-45.6% | $137,256-58.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 8.29% | 237.85%-229.6pp | 180.65%-172.4pp | 220.34%-212.0pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,913 | $5,500-28.8% | $5,072-22.8% | $6,407-38.9% |
| Admin fee / account holder | $87,193 | $9,721+796.9% | $8,859+884.3% | $12,270+610.6% |