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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 | $129,617 | $169,237-23.4% | $129,339+0.2% | $145,978-11.2% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 3.51% | 14364.43%-14360.9pp | 9437.05%-9433.5pp | 550.52%-547.0pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,000 | $4,991+140.4% | $4,170+187.8% | $6,690+79.4% |
| Admin fee / account holder | $2,126 | $9,882-78.5% | $7,668-72.3% | $13,400-84.1% |