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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 | $28,958 | $90,530-68.0% | $76,030-61.9% | $145,897-80.2% |
| Participation rate | 47.4% | 74.4%-27.1pp | 69.1%-21.7pp | 80.3%-32.9pp |
| Annual return | 7.48% | 625.08%-617.6pp | 361.54%-354.1pp | 552.29%-544.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,921 | $5,164-62.8% | $4,257-54.9% | $6,689-71.3% |
| Admin fee / account holder | $18,943 | $8,383+126.0% | $6,421+195.0% | $13,390+41.5% |