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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 | $29,817 | $159,934-81.4% | $147,005-79.7% | $145,959-79.6% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 0.70% | 98.24%-97.5pp | 418.76%-418.1pp | 561.95%-561.2pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $35,549 | $8,427+321.8% | $8,070+340.5% | $6,689+431.5% |
| Admin fee / account holder | $120,420 | $15,053+700.0% | $13,006+825.9% | $13,398+798.8% |