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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 | $33,016 | $68,097-51.5% | $62,929-47.5% | $137,256-75.9% |
| Participation rate | 31.6% | 77.4%-45.9pp | 73.1%-41.5pp | 80.0%-48.4pp |
| Annual return | 10.76% | 1859.11%-1848.4pp | 1063.93%-1053.2pp | 220.34%-209.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,738 | $4,553-61.8% | $3,888-55.3% | $6,407-72.9% |
| Admin fee / account holder | $761 | $6,521-88.3% | $5,065-85.0% | $12,270-93.8% |