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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 | $15,813 | $103,038-84.7% | $90,324-82.5% | $152,909-89.7% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 4.82% | 95.25%-90.4pp | 78.15%-73.3pp | 345.46%-340.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,608 | $4,282-39.1% | $3,885-32.9% | $5,851-55.4% |
| Admin fee / account holder | $377 | $6,177-93.9% | $5,356-93.0% | $11,601-96.7% |