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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 | $55,181 | $90,691-39.2% | $76,119-27.5% | $145,884-62.2% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.1%-31.6pp | 80.3%-42.8pp |
| Annual return | 1.66% | 624.52%-622.9pp | 361.25%-359.6pp | 551.85%-550.2pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,233 | $5,167-56.8% | $4,259-47.6% | $6,690-66.6% |
| Admin fee / account holder | $338 | $8,383-96.0% | $6,421-94.7% | $13,392-97.5% |