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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 | $65,564 | $109,872-40.3% | $98,483-33.4% | $167,536-60.9% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 5.70% | 1959.31%-1953.6pp | 1494.38%-1488.7pp | 478.82%-473.1pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,778 | $4,673-40.5% | $4,276-35.0% | $6,342-56.2% |
| Admin fee / account holder | $8,687 | $6,757+28.6% | $5,953+45.9% | $12,315-29.5% |