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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 | $77,944 | $96,678-19.4% | $86,640-10.0% | $139,466-44.1% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.8pp |
| Annual return | 8.78% | 106.69%-97.9pp | 592.52%-583.7pp | 373.66%-364.9pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,130 | $4,837-14.6% | $4,438-6.9% | $6,712-38.5% |
| Admin fee / account holder | $19,278 | $6,410+200.8% | $5,616+243.3% | $11,409+69.0% |