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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 | $27,511 | $165,361-83.4% | $149,715-81.6% | $158,950-82.7% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 0.11% | 348.24%-348.1pp | 276.66%-276.5pp | 302.91%-302.8pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $46,952 | $7,182+553.8% | $6,842+586.2% | $5,983+684.8% |
| Admin fee / account holder | $215,260 | $10,808+1891.7% | $9,310+2212.2% | $11,248+1813.7% |