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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 | $4,599 | $88,702-94.8% | $81,780-94.4% | $145,978-96.8% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 5.76% | 1029.12%-1023.4pp | 776.27%-770.5pp | 550.52%-544.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,038 | $4,645-77.7% | $4,321-76.0% | $6,690-84.5% |
| Admin fee / account holder | $1,550 | $8,414-81.6% | $7,384-79.0% | $13,400-88.4% |