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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 | $18,637 | $106,008-82.4% | $92,240-79.8% | $147,586-87.4% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 5.01% | 50.05%-45.0pp | 176.29%-171.3pp | 578.59%-573.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,238 | $4,478-50.0% | $3,897-42.6% | $5,439-58.9% |
| Admin fee / account holder | $1,842 | $6,333-70.9% | $5,194-64.5% | $10,886-83.1% |