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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 | $81,899 | $105,210-22.2% | $159,487-48.6% | $85,851-4.6% |
| Participation rate | 41.7% | 75.8%-34.1pp | 82.8%-41.2pp | 69.3%-27.7pp |
| Annual return | 8.68% | 45.08%-36.4pp | 263.71%-255.0pp | 318.63%-310.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,534 | $5,946+9.9% | $7,354-11.1% | $3,952+65.3% |
| Admin fee / account holder | $2,999 | $6,934-56.7% | $10,804-72.2% | $6,261-52.1% |