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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 | $36,823 | $58,391-36.9% | $76,667-52.0% | $72,976-49.5% |
| Participation rate | 69.4% | 67.4%+2.1pp | 72.1%-2.7pp | 69.5%0pp |
| Annual return | 9.49% | 2306.65%-2297.2pp | 1166.74%-1157.3pp | 81.02%-71.5pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,368 | $2,690-49.2% | $3,336-59.0% | $3,608-62.1% |
| Admin fee / account holder | $6,260 | $4,014+55.9% | $6,423-2.5% | $5,124+22.2% |