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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 | $58,324 | $88,754-34.3% | $81,820-28.7% | $145,877-60.0% |
| Participation rate | 56.3% | 75.1%-18.8pp | 72.4%-16.1pp | 80.3%-24.1pp |
| Annual return | 8.01% | 1031.77%-1023.8pp | 777.93%-769.9pp | 551.28%-543.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,858 | $4,648-60.0% | $4,323-57.0% | $6,691-72.2% |
| Admin fee / account holder | $15,950 | $8,424+89.4% | $7,391+115.8% | $13,402+19.0% |