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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 | $160,028-81.4% | $147,080-79.7% | $145,884-79.6% |
| Participation rate | 28.6% | 84.0%-55.5pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 0.70% | 98.60%-97.9pp | 420.17%-419.5pp | 551.85%-551.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $35,549 | $8,422+322.1% | $8,066+340.7% | $6,690+431.4% |
| Admin fee / account holder | $120,420 | $15,030+701.2% | $12,989+827.1% | $13,392+799.2% |