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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 | $79,636 | $110,337-27.8% | $102,383-22.2% | $145,877-45.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 4.23% | 24.83%-20.6pp | 24.94%-20.7pp | 551.28%-547.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20,333 | $5,621+261.8% | $5,060+301.9% | $6,691+203.9% |
| Admin fee / account holder | $30,000 | $9,750+207.7% | $8,391+257.5% | $13,402+123.8% |