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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 | $28,723 | $169,361-83.0% | $129,397-77.8% | $145,877-80.3% |
| Participation rate | 47.4% | 76.5%-29.1pp | 69.6%-22.3pp | 80.3%-32.9pp |
| Annual return | 6.88% | 14395.54%-14388.7pp | 9453.98%-9447.1pp | 551.28%-544.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,020 | $4,987-79.6% | $4,167-75.5% | $6,691-84.8% |
| Admin fee / account holder | $35,469 | $9,903+258.2% | $7,679+361.9% | $13,402+164.7% |