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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 | $72,897 | $109,863-33.6% | $98,477-26.0% | $167,518-56.5% |
| Participation rate | 40.9% | 75.8%-34.9pp | 73.3%-32.4pp | 82.1%-41.2pp |
| Annual return | 8.97% | 1958.09%-1949.1pp | 1493.59%-1484.6pp | 478.71%-469.7pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,904 | $4,673-59.3% | $4,276-55.5% | $6,342-70.0% |
| Admin fee / account holder | $6,562 | $6,755-2.9% | $5,951+10.3% | $12,312-46.7% |