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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 | $65,691 | $209,336-68.6% | $197,124-66.7% | $137,256-52.1% |
| Participation rate | 14.3% | 87.3%-73.0pp | 86.7%-72.4pp | 80.0%-65.7pp |
| Annual return | 2.54% | 48.09%-45.5pp | 44.34%-41.8pp | 220.34%-217.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,201 | $9,614-25.1% | $9,135-21.2% | $6,407+12.4% |
| Admin fee / account holder | $962,481 | $17,308+5461.0% | $16,298+5805.5% | $12,270+7744.1% |