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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 | $36,558 | $125,184-70.8% | $105,607-65.4% | $145,884-74.9% |
| Participation rate | 20.0% | 77.6%-57.6pp | 75.3%-55.3pp | 80.3%-60.3pp |
| Annual return | 8.17% | 225.00%-216.8pp | 116.11%-107.9pp | 551.85%-543.7pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,600 | $5,714-37.0% | $5,011-28.2% | $6,690-46.2% |
| Admin fee / account holder | $2,272 | $17,133-86.7% | $10,958-79.3% | $13,392-83.0% |