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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 | $58,923 | $211,239-72.1% | $178,528-67.0% | $145,877-59.6% |
| Participation rate | 58.3% | 80.8%-22.5pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 7.51% | 30.22%-22.7pp | 27.11%-19.6pp | 551.28%-543.8pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,602 | $6,963-62.6% | $6,278-58.6% | $6,691-61.1% |
| Admin fee / account holder | $50,190 | $12,095+315.0% | $10,419+381.7% | $13,402+274.5% |