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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 | $44,594 | $176,120-74.7% | $159,487-72.0% | $167,553-73.4% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 5.04% | 331.95%-326.9pp | 263.71%-258.7pp | 478.89%-473.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,333 | $7,752-44.1% | $7,354-41.1% | $6,343-31.7% |
| Admin fee / account holder | $627 | $12,561-95.0% | $10,804-94.2% | $12,316-94.9% |