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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 | $7,893 | $72,446-89.1% | $67,561-88.3% | $145,877-94.6% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 8.33% | 7211.98%-7203.7pp | 3525.44%-3517.1pp | 551.28%-543.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $924 | $4,785-80.7% | $4,003-76.9% | $6,691-86.2% |
| Admin fee / account holder | $1,113 | $5,541-79.9% | $4,006-72.2% | $13,402-91.7% |