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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 | $17,992 | $159,978-88.8% | $147,041-87.8% | $145,978-87.7% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.1pp |
| Annual return | 3.20% | 98.36%-95.2pp | 419.21%-416.0pp | 550.52%-547.3pp |
| Employer contribution / active EE | $888 | $5,288-83.2% | $4,935-82.0% | $4,662-80.9% |
| Participant deferral / active EE | $3,124 | $8,429-62.9% | $8,071-61.3% | $6,690-53.3% |
| Admin fee / account holder | $2,662 | $15,053-82.3% | $13,006-79.5% | $13,400-80.1% |