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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 | $19,471 | $169,361-88.5% | $129,397-85.0% | $145,877-86.7% |
| Participation rate | 47.4% | 76.5%-29.1pp | 69.6%-22.3pp | 80.3%-32.9pp |
| Annual return | 7.59% | 14395.54%-14388.0pp | 9453.98%-9446.4pp | 551.28%-543.7pp |
| Employer contribution / active EE | $129 | $5,542-97.7% | $4,154-96.9% | $4,663-97.2% |
| Participant deferral / active EE | $1,265 | $4,987-74.6% | $4,167-69.6% | $6,691-81.1% |
| Admin fee / account holder | $22,417 | $9,903+126.4% | $7,679+191.9% | $13,402+67.3% |