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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 | $6,041 | $88,778-93.2% | $81,844-92.6% | $145,884-95.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 5.65% | 1033.03%-1027.4pp | 778.87%-773.2pp | 551.85%-546.2pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,105 | $4,648-54.7% | $4,323-51.3% | $6,690-68.5% |
| Admin fee / account holder | $319 | $8,430-96.2% | $7,355-95.7% | $13,392-97.6% |