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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 | $35,465 | $85,766-58.6% | $136,298-74.0% | $70,126-49.4% |
| Participation rate | 35.3% | 74.2%-38.9pp | 81.9%-46.6pp | 69.5%-34.2pp |
| Annual return | 14.03% | 31.46%-17.4pp | 5156.27%-5142.2pp | 73.15%-59.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,165 | $5,051-57.1% | $6,247-65.3% | $3,332-35.0% |
| Admin fee / account holder | $1,497 | $5,421-72.4% | $9,244-83.8% | $4,645-67.8% |