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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 | $27,745 | $150,442-81.6% | $136,295-79.6% | $147,585-81.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 3.58% | 1049.09%-1045.5pp | 5155.97%-5152.4pp | 578.56%-575.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,115 | $6,630-37.9% | $6,247-34.1% | $5,439-24.3% |
| Admin fee / account holder | $36,260 | $10,905+232.5% | $9,243+292.3% | $10,885+233.1% |