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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 | $6,367 | $102,595-93.8% | $94,057-93.2% | $154,746-95.9% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 3.72% | 583.42%-579.7pp | 480.62%-476.9pp | 172.34%-168.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,501 | $5,118+7.5% | $4,709+16.8% | $6,730-18.3% |
| Admin fee / account holder | $15,903 | $7,736+105.6% | $7,244+119.5% | $14,365+10.7% |