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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 | $10,459 | $100,895-89.6% | $90,430-88.4% | $158,950-93.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 0.12% | 1725.54%-1725.4pp | 1293.73%-1293.6pp | 302.91%-302.8pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,286 | $4,347-70.4% | $3,963-67.5% | $5,983-78.5% |
| Admin fee / account holder | $33,663 | $6,505+417.5% | $5,613+499.7% | $11,248+199.3% |