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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 | $38,761 | $176,688-78.1% | $130,660-70.3% | $152,897-74.6% |
| Participation rate | 26.7% | 79.0%-52.3pp | 71.7%-45.1pp | 82.5%-55.8pp |
| Annual return | 2.11% | 2693.08%-2691.0pp | 1709.29%-1707.2pp | 345.43%-343.3pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,079 | $4,362-52.3% | $3,603-42.3% | $5,851-64.5% |
| Admin fee / account holder | $544 | $7,131-92.4% | $5,463-90.0% | $11,599-95.3% |