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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 | $33,721 | $103,000-67.3% | $90,300-62.7% | $152,885-77.9% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.5%-18.8pp |
| Annual return | 5.74% | 95.19%-89.5pp | 78.11%-72.4pp | 345.39%-339.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $813 | $4,281-81.0% | $3,884-79.1% | $5,851-86.1% |
| Admin fee / account holder | $1,413 | $6,173-77.1% | $5,353-73.6% | $11,598-87.8% |