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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 | $17,666 | $88,754-80.1% | $81,820-78.4% | $145,877-87.9% |
| Participation rate | 45.5% | 75.1%-29.6pp | 72.4%-26.9pp | 80.3%-34.8pp |
| Annual return | 9.25% | 1031.77%-1022.5pp | 777.93%-768.7pp | 551.28%-542.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,477 | $4,648-3.7% | $4,323+3.6% | $6,691-33.1% |
| Admin fee / account holder | $2,305 | $8,424-72.6% | $7,391-68.8% | $13,402-82.8% |