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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 | $17,693 | $169,356-89.6% | $129,406-86.3% | $145,897-87.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 7.50% | 14418.62%-14411.1pp | 9468.18%-9460.7pp | 552.29%-544.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,173 | $4,987-56.4% | $4,167-47.8% | $6,689-67.5% |
| Admin fee / account holder | $76,644 | $9,915+673.0% | $7,689+896.8% | $13,390+472.4% |