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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 | $22,876 | $72,426-68.4% | $67,560-66.1% | $145,897-84.3% |
| Participation rate | 33.3% | 76.9%-43.6pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 6.93% | 7226.78%-7219.9pp | 3533.50%-3526.6pp | 552.29%-545.4pp |
| Employer contribution / active EE | $51 | $3,074-98.3% | $2,737-98.1% | $4,663-98.9% |
| Participant deferral / active EE | $876 | $4,785-81.7% | $4,004-78.1% | $6,689-86.9% |
| Admin fee / account holder | $924 | $5,514-83.2% | $3,994-76.9% | $13,390-93.1% |