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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 | $101,771 | $58,258+74.7% | $81,820+24.4% | $80,925+25.8% |
| Participation rate | 9.0% | 63.5%-54.5pp | 72.4%-63.4pp | 67.7%-58.7pp |
| Annual return | 10.59% | 41.76%-31.2pp | 777.93%-767.3pp | 35.65%-25.1pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $932 | $3,284-71.6% | $4,323-78.4% | $4,299-78.3% |
| Admin fee / account holder | $817 | $4,976-83.6% | $7,391-88.9% | $6,940-88.2% |