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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 | $21,209 | $180,749-88.3% | $160,784-86.8% | $137,256-84.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 9.10% | 2234.46%-2225.4pp | 1803.92%-1794.8pp | 220.34%-211.2pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,814 | $6,844-15.0% | $6,293-7.6% | $6,407-9.2% |
| Admin fee / account holder | $26,772 | $10,397+157.5% | $9,717+175.5% | $12,270+118.2% |