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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 | $48,957 | $176,105-72.2% | $159,474-69.3% | $167,536-70.8% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 8.29% | 331.91%-323.6pp | 263.68%-255.4pp | 478.82%-470.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,235 | $7,751-45.4% | $7,353-42.4% | $6,342-33.2% |
| Admin fee / account holder | $4,437 | $12,559-64.7% | $10,802-58.9% | $12,315-64.0% |