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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 | $53,255 | $55,423-3.9% | $155,602-65.8% | $74,400-28.4% |
| Participation rate | 19.7% | 61.9%-42.2pp | 78.2%-58.6pp | 67.2%-47.6pp |
| Annual return | 7.33% | 269.07%-261.7pp | 64.81%-57.5pp | 1367.51%-1360.2pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,152 | $2,835-59.3% | $5,629-79.5% | $4,348-73.5% |
| Admin fee / account holder | $7,152 | $1,744+310.0% | $15,923-55.1% | $1,944+268.0% |