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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 | $67,822 | $156,963-56.8% | $121,204-44.0% | $139,466-51.4% |
| Participation rate | 31.8% | 76.5%-44.6pp | 69.5%-37.7pp | 80.3%-48.5pp |
| Annual return | 7.17% | 1476.75%-1469.6pp | 987.18%-980.0pp | 373.66%-366.5pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,006 | $4,848-38.0% | $4,083-26.4% | $6,712-55.2% |
| Admin fee / account holder | $643 | $6,953-90.8% | $5,651-88.6% | $11,409-94.4% |