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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 | $26,628 | $69,230-61.5% | $64,085-58.4% | $139,427-80.9% |
| Participation rate | 58.3% | 75.6%-17.3pp | 72.3%-14.0pp | 80.3%-22.0pp |
| Annual return | 9.72% | 45.89%-36.2pp | 33.69%-24.0pp | 373.27%-363.5pp |
| Employer contribution / active EE | $1 | $3,182-100.0% | $2,747-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $4,681-100.0% | $3,881-100.0% | $6,711-100.0% |
| Admin fee / account holder | $584 | $4,246-86.2% | $3,069-81.0% | $11,404-94.9% |