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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 | $13,074 | $88,754-85.3% | $81,820-84.0% | $145,877-91.0% |
| Participation rate | 54.5% | 75.1%-20.5pp | 72.4%-17.8pp | 80.3%-25.8pp |
| Annual return | 6.71% | 1031.77%-1025.1pp | 777.93%-771.2pp | 551.28%-544.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,420 | $4,648-47.9% | $4,323-44.0% | $6,691-63.8% |
| Admin fee / account holder | $404 | $8,424-95.2% | $7,391-94.5% | $13,402-97.0% |