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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 | $101,653-31.0% | $147,080-52.3% | $74,459-5.8% |
| Participation rate | 44.4% | 75.6%-31.1pp | 82.2%-37.7pp | 67.2%-22.8pp |
| Annual return | 10.82% | 8754.98%-8744.2pp | 420.17%-409.3pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,521 | $7,304-51.8% | $8,066-56.3% | $4,350-19.0% |
| Admin fee / account holder | $11,377 | $1,752+549.6% | $12,989-12.4% | $1,945+485.0% |