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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 | $25,820 | $176,120-85.3% | $159,487-83.8% | $167,553-84.6% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 6.63% | 331.95%-325.3pp | 263.71%-257.1pp | 478.89%-472.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,393 | $7,752-56.2% | $7,354-53.9% | $6,343-46.5% |
| Admin fee / account holder | $7,115 | $12,561-43.4% | $10,804-34.1% | $12,316-42.2% |