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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 | $82,721 | $202,342-59.1% | $172,753-52.1% | $152,909-45.9% |
| Participation rate | 47.1% | 87.1%-40.0pp | 82.6%-35.6pp | 82.5%-35.4pp |
| Annual return | 10.38% | 1029.88%-1019.5pp | 803.00%-792.6pp | 345.46%-335.1pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,468 | $5,948-41.7% | $5,198-33.3% | $5,851-40.7% |
| Admin fee / account holder | $179,787 | $17,112+950.7% | $13,956+1188.3% | $11,601+1449.8% |