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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 | $17,999 | $125,237-85.6% | $105,608-83.0% | $145,877-87.7% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 6.85% | 225.76%-218.9pp | 116.50%-109.7pp | 551.28%-544.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,573 | $5,711-19.9% | $5,010-8.7% | $6,691-31.7% |
| Admin fee / account holder | $10,524 | $17,287-39.1% | $11,028-4.6% | $13,402-21.5% |