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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 | $47,275 | $47,479-0.4% | $62,929-24.9% | $82,448-42.7% |
| Participation rate | 54.8% | 66.9%-12.0pp | 73.1%-18.3pp | 68.1%-13.2pp |
| Annual return | 8.88% | 20.34%-11.5pp | 1063.93%-1055.0pp | 41.64%-32.8pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,699 | $2,870-6.0% | $3,888-30.6% | $4,139-34.8% |
| Admin fee / account holder | $14,614 | $3,804+284.2% | $5,065+188.5% | $7,234+102.0% |