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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 | $125,184-85.6% | $105,607-83.0% | $145,884-87.7% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 6.85% | 225.00%-218.2pp | 116.11%-109.3pp | 551.85%-545.0pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,573 | $5,714-20.0% | $5,011-8.8% | $6,690-31.6% |
| Admin fee / account holder | $10,524 | $17,133-38.6% | $10,958-4.0% | $13,392-21.4% |