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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 | $24,669 | $100,938-75.6% | $90,461-72.7% | $158,982-84.5% |
| Participation rate | 61.9% | 75.0%-13.1pp | 72.7%-10.8pp | 82.0%-20.1pp |
| Annual return | 0.56% | 1727.20%-1726.6pp | 1294.76%-1294.2pp | 302.99%-302.4pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,777 | $4,350-59.2% | $3,964-55.2% | $5,983-70.3% |
| Admin fee / account holder | $2,644 | $6,510-59.4% | $5,617-52.9% | $11,252-76.5% |