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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 | $11,601 | $111,535-89.6% | $105,223-89.0% | $137,256-91.5% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 80.0%-63.3pp |
| Annual return | 10.09% | 237.85%-227.8pp | 180.65%-170.6pp | 220.34%-210.2pp |
| Employer contribution / active EE | $173 | $3,939-95.6% | $3,689-95.3% | $4,156-95.8% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,972 | $9,721-18.0% | $8,859-10.0% | $12,270-35.0% |