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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 | $11,779 | $114,093-89.7% | $96,171-87.8% | $167,536-93.0% |
| Participation rate | 38.9% | 75.1%-36.2pp | 68.4%-29.6pp | 82.1%-43.2pp |
| Annual return | 5.96% | 190.00%-184.0pp | 192.04%-186.1pp | 478.82%-472.9pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,914 | $5,197-5.4% | $4,350+13.0% | $6,342-22.5% |
| Admin fee / account holder | $424 | $6,899-93.9% | $5,538-92.3% | $12,315-96.6% |