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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 | $70,149 | $101,672-31.0% | $147,117-52.3% | $74,478-5.8% |
| Participation rate | 44.4% | 75.5%-31.1pp | 82.2%-37.7pp | 67.2%-22.8pp |
| Annual return | 10.82% | 8757.83%-8747.0pp | 420.54%-409.7pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,521 | $7,305-51.8% | $8,065-56.3% | $4,350-19.1% |
| Admin fee / account holder | $11,377 | $1,753+548.9% | $12,993-12.4% | $1,946+484.7% |