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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 | $51,763 | $144,130-64.1% | $117,860-56.1% | $147,585-64.9% |
| Participation rate | 35.0% | 83.4%-48.4pp | 79.7%-44.7pp | 82.8%-47.8pp |
| Annual return | 7.00% | 531.20%-524.2pp | 335.10%-328.1pp | 578.58%-571.6pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,747 | $5,316-67.1% | $4,482-61.0% | $5,439-67.9% |
| Admin fee / account holder | $31,490 | $10,887+189.2% | $8,021+292.6% | $10,886+189.3% |