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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 | $169,336-88.5% | $129,384-85.0% | $145,884-86.7% |
| Participation rate | 47.4% | 76.5%-29.1pp | 69.6%-22.3pp | 80.3%-32.9pp |
| Annual return | 7.59% | 14408.70%-14401.1pp | 9461.77%-9454.2pp | 551.85%-544.3pp |
| Employer contribution / active EE | $129 | $5,540-97.7% | $4,153-96.9% | $4,662-97.2% |
| Participant deferral / active EE | $1,265 | $4,985-74.6% | $4,166-69.6% | $6,690-81.1% |
| Admin fee / account holder | $22,417 | $9,912+126.2% | $7,686+191.7% | $13,392+67.4% |