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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 | $40,483 | $169,356-76.1% | $129,406-68.7% | $145,897-72.3% |
| Participation rate | 15.8% | 76.5%-60.7pp | 69.6%-53.9pp | 80.3%-64.5pp |
| Annual return | 5.03% | 14418.62%-14413.6pp | 9468.18%-9463.1pp | 552.29%-547.3pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $965 | $4,987-80.6% | $4,167-76.8% | $6,689-85.6% |
| Admin fee / account holder | $1,979 | $9,915-80.0% | $7,689-74.3% | $13,390-85.2% |