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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 | $43,265 | $88,702-51.2% | $81,780-47.1% | $145,978-70.4% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 7.78% | 1029.12%-1021.3pp | 776.27%-768.5pp | 550.52%-542.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,654 | $4,645-64.4% | $4,321-61.7% | $6,690-75.3% |
| Admin fee / account holder | $4,379 | $8,414-48.0% | $7,384-40.7% | $13,400-67.3% |