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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 | $37,570 | $149,040-74.8% | $120,225-68.8% | $137,256-72.6% |
| Participation rate | 6.3% | 75.4%-69.2pp | 69.6%-63.3pp | 80.0%-73.7pp |
| Annual return | 4.62% | 605.68%-601.1pp | 439.23%-434.6pp | 220.34%-215.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $905 | $4,655-80.6% | $3,999-77.4% | $6,407-85.9% |
| Admin fee / account holder | $41,629 | $6,348+555.8% | $5,696+630.8% | $12,270+239.3% |