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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 | $42,307 | $88,778-52.3% | $81,844-48.3% | $145,884-71.0% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 5.57% | 1033.03%-1027.5pp | 778.87%-773.3pp | 551.85%-546.3pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,809 | $4,648-18.1% | $4,323-11.9% | $6,690-43.1% |
| Admin fee / account holder | $434 | $8,430-94.9% | $7,355-94.1% | $13,392-96.8% |