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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 | $43,923 | $60,454-27.3% | $81,844-46.3% | $74,459-41.0% |
| Participation rate | 17.8% | 63.0%-45.2pp | 72.4%-54.6pp | 67.2%-49.5pp |
| Annual return | 4.93% | 16.87%-11.9pp | 778.87%-773.9pp | 1369.70%-1364.8pp |
| Employer contribution / active EE | $257 | $2,630-90.2% | $2,916-91.2% | $2,626-90.2% |
| Participant deferral / active EE | $836 | $3,398-75.4% | $4,323-80.7% | $4,350-80.8% |
| Admin fee / account holder | $1,809 | $1,490+21.4% | $7,355-75.4% | $1,945-7.0% |