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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 | $36,770 | $72,446-49.2% | $67,561-45.6% | $145,877-74.8% |
| Participation rate | 36.4% | 76.9%-40.5pp | 72.9%-36.5pp | 80.3%-43.9pp |
| Annual return | 2.42% | 7211.98%-7209.6pp | 3525.44%-3523.0pp | 551.28%-548.9pp |
| Employer contribution / active EE | $160 | $3,072-94.8% | $2,735-94.1% | $4,663-96.6% |
| Participant deferral / active EE | $1,494 | $4,785-68.8% | $4,003-62.7% | $6,691-77.7% |
| Admin fee / account holder | $10,407 | $5,541+87.8% | $4,006+159.8% | $13,402-22.3% |