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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 | $21,426 | $99,921-78.6% | $85,009-74.8% | $145,959-85.3% |
| Participation rate | 40.9% | 74.1%-33.2pp | 67.5%-26.6pp | 80.3%-39.4pp |
| Annual return | 4.71% | 83.89%-79.2pp | 66.47%-61.8pp | 561.95%-557.2pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,462 | $5,293-72.4% | $4,522-67.7% | $6,689-78.1% |
| Admin fee / account holder | $312 | $7,252-95.7% | $6,153-94.9% | $13,398-97.7% |