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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 | $19,949 | $160,040-87.5% | $147,096-86.4% | $145,877-86.3% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 8.61% | 98.49%-89.9pp | 419.75%-411.1pp | 551.28%-542.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,332 | $8,429-48.6% | $8,071-46.3% | $6,691-35.2% |
| Admin fee / account holder | $4,899 | $15,050-67.4% | $13,005-62.3% | $13,402-63.4% |