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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 | $26,663 | $150,447-82.3% | $136,298-80.4% | $147,586-81.9% |
| Participation rate | 52.2% | 84.4%-32.2pp | 81.9%-29.7pp | 82.8%-30.7pp |
| Annual return | 10.00% | 1049.15%-1039.2pp | 5156.27%-5146.3pp | 578.59%-568.6pp |
| Employer contribution / active EE | $494 | $5,256-90.6% | $4,696-89.5% | $4,876-89.9% |
| Participant deferral / active EE | $3,051 | $6,631-54.0% | $6,247-51.2% | $5,439-43.9% |
| Admin fee / account holder | $3,958 | $10,906-63.7% | $9,244-57.2% | $10,886-63.6% |