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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 | $21,717 | $103,038-78.9% | $90,324-76.0% | $152,909-85.8% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.5%-45.0pp |
| Annual return | 1.84% | 95.25%-93.4pp | 78.15%-76.3pp | 345.46%-343.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,390 | $4,282-20.8% | $3,885-12.7% | $5,851-42.1% |
| Admin fee / account holder | $4,000 | $6,177-35.2% | $5,356-25.3% | $11,601-65.5% |