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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 | $34,726 | $118,919-70.8% | $88,538-60.8% | $152,885-77.3% |
| Participation rate | 66.7% | 73.4%-6.7pp | 68.7%-2.1pp | 82.5%-15.8pp |
| Annual return | 3.80% | 47.92%-44.1pp | 43.64%-39.8pp | 345.39%-341.6pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,600 | $3,549+142.4% | $2,914+195.1% | $5,851+47.0% |
| Admin fee / account holder | $155,472 | $5,876+2545.9% | $4,310+3507.0% | $11,598+1240.5% |