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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 | $13,542 | $70,366-80.8% | $66,674-79.7% | $138,895-90.3% |
| Participation rate | 46.7% | 76.2%-29.5pp | 73.7%-27.0pp | 79.9%-33.3pp |
| Annual return | 10.08% | 386.41%-376.3pp | 321.24%-311.2pp | 145.39%-135.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,485 | $4,374-66.1% | $4,084-63.6% | $6,396-76.8% |
| Admin fee / account holder | $758 | $5,262-85.6% | $5,098-85.1% | $12,562-94.0% |