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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 | $118,580 | $90,530+31.0% | $76,030+56.0% | $145,897-18.7% |
| Participation rate | 25.0% | 74.4%-49.4pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 0.32% | 625.08%-624.8pp | 361.54%-361.2pp | 552.29%-552.0pp |
| Employer contribution / active EE | $436 | $3,319-86.9% | $2,688-83.8% | $4,663-90.6% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $754 | $8,383-91.0% | $6,421-88.3% | $13,390-94.4% |