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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 | $19,397 | $211,288-90.8% | $178,540-89.1% | $145,884-86.7% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 4.54% | 30.27%-25.7pp | 27.15%-22.6pp | 551.85%-547.3pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,029 | $6,967-70.9% | $6,281-67.7% | $6,690-69.7% |
| Admin fee / account holder | $25,623 | $12,105+111.7% | $10,424+145.8% | $13,392+91.3% |