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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 | $35,828 | $149,040-76.0% | $120,225-70.2% | $137,256-73.9% |
| Participation rate | 27.3% | 75.4%-48.1pp | 69.6%-42.3pp | 80.0%-52.7pp |
| Annual return | 8.96% | 605.68%-596.7pp | 439.23%-430.3pp | 220.34%-211.4pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,413 | $4,655-26.7% | $3,999-14.6% | $6,407-46.7% |
| Admin fee / account holder | $5,355 | $6,348-15.6% | $5,696-6.0% | $12,270-56.4% |