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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 | $10,929 | $88,702-87.7% | $81,780-86.6% | $145,978-92.5% |
| Participation rate | 64.3% | 75.0%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 8.43% | 1029.12%-1020.7pp | 776.27%-767.8pp | 550.52%-542.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,412 | $4,645-69.6% | $4,321-67.3% | $6,690-78.9% |
| Admin fee / account holder | $360 | $8,414-95.7% | $7,384-95.1% | $13,400-97.3% |