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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 | $95,211 | $150,447-36.7% | $136,298-30.1% | $147,586-35.5% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 6.16% | 1049.15%-1043.0pp | 5156.27%-5150.1pp | 578.59%-572.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,927 | $6,631-40.8% | $6,247-37.1% | $5,439-27.8% |
| Admin fee / account holder | $21,262 | $10,906+95.0% | $9,244+130.0% | $10,886+95.3% |