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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 | $69,922 | $132,099-47.1% | $115,599-39.5% | $138,895-49.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.3%-24.3pp | 79.9%-29.9pp |
| Annual return | 6.21% | 176.76%-170.5pp | 111.10%-104.9pp | 145.39%-139.2pp |
| Employer contribution / active EE | $12 | $3,416-99.7% | $2,955-99.6% | $4,194-99.7% |
| Participant deferral / active EE | $2,275 | $5,617-59.5% | $4,889-53.5% | $6,396-64.4% |
| Admin fee / account holder | $23,405 | $15,650+49.6% | $12,841+82.3% | $12,562+86.3% |