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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 | $29,606 | $109,967-73.1% | $97,197-69.5% | $145,877-79.7% |
| Participation rate | 50.0% | 76.0%-26.0pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 7.23% | 244.27%-237.0pp | 75.47%-68.2pp | 551.28%-544.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,428 | $4,676-48.1% | $4,263-43.1% | $6,691-63.7% |
| Admin fee / account holder | $26,345 | $6,199+325.0% | $5,637+367.3% | $13,402+96.6% |