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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 | $117,588 | $176,077-33.2% | $159,455-26.3% | $167,518-29.8% |
| Participation rate | 38.9% | 84.9%-46.1pp | 82.8%-43.9pp | 82.1%-43.2pp |
| Annual return | 9.10% | 331.83%-322.7pp | 263.63%-254.5pp | 478.71%-469.6pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,461 | $7,751-55.4% | $7,353-52.9% | $6,342-45.4% |
| Admin fee / account holder | $1,122 | $12,556-91.1% | $10,800-89.6% | $12,312-90.9% |