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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 | $16,435 | $88,702-81.5% | $81,780-79.9% | $145,978-88.7% |
| Participation rate | 36.8% | 75.0%-38.2pp | 72.4%-35.5pp | 80.3%-43.5pp |
| Annual return | 4.63% | 1029.12%-1024.5pp | 776.27%-771.6pp | 550.52%-545.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $813 | $4,645-82.5% | $4,321-81.2% | $6,690-87.8% |
| Admin fee / account holder | $429 | $8,414-94.9% | $7,384-94.2% | $13,400-96.8% |