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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 | $14,670 | $72,071-79.6% | $68,368-78.5% | $137,256-89.3% |
| Participation rate | 64.3% | 76.2%-12.0pp | 73.8%-9.5pp | 80.0%-15.7pp |
| Annual return | 12.85% | 353.14%-340.3pp | 292.57%-279.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,836 | $4,410-58.4% | $4,123-55.5% | $6,407-71.3% |
| Admin fee / account holder | $510 | $5,336-90.4% | $5,150-90.1% | $12,270-95.8% |