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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 | $28,592 | $169,361-83.1% | $129,397-77.9% | $145,877-80.4% |
| Participation rate | 35.0% | 76.5%-41.5pp | 69.6%-34.6pp | 80.3%-45.3pp |
| Annual return | 3.45% | 14395.54%-14392.1pp | 9453.98%-9450.5pp | 551.28%-547.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,378 | $4,987-32.3% | $4,167-18.9% | $6,691-49.5% |
| Admin fee / account holder | $53,481 | $9,903+440.1% | $7,679+596.5% | $13,402+299.0% |