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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 | $24,764 | $154,228-83.9% | $145,433-83.0% | $137,256-82.0% |
| Participation rate | 56.3% | 83.8%-27.5pp | 82.1%-25.9pp | 80.0%-23.7pp |
| Annual return | 1.39% | 74.59%-73.2pp | 66.58%-65.2pp | 220.34%-219.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,673 | $8,216-55.3% | $7,897-53.5% | $6,407-42.7% |
| Admin fee / account holder | $4,010 | $14,344-72.0% | $13,129-69.5% | $12,270-67.3% |