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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 | $34,172 | $176,105-80.6% | $159,474-78.6% | $167,536-79.6% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 4.17% | 331.91%-327.7pp | 263.68%-259.5pp | 478.82%-474.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,497 | $7,751-16.2% | $7,353-11.6% | $6,342+2.4% |
| Admin fee / account holder | $388 | $12,559-96.9% | $10,802-96.4% | $12,315-96.9% |