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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 | $21,897 | $109,872-80.1% | $98,483-77.8% | $167,536-86.9% |
| Participation rate | 38.5% | 75.8%-37.4pp | 73.3%-34.9pp | 82.1%-43.7pp |
| Annual return | 9.02% | 1959.31%-1950.3pp | 1494.38%-1485.4pp | 478.82%-469.8pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,373 | $4,673-70.6% | $4,276-67.9% | $6,342-78.4% |
| Admin fee / account holder | $9,696 | $6,757+43.5% | $5,953+62.9% | $12,315-21.3% |