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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 | $52,425 | $59,006-11.2% | $97,197-46.1% | $74,429-29.6% |
| Participation rate | 46.3% | 63.7%-17.5pp | 72.7%-26.4pp | 67.2%-21.0pp |
| Annual return | 9.42% | 16.04%-6.6pp | 75.47%-66.1pp | 1368.38%-1359.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,723-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,674 | $3,671-27.1% | $4,263-37.3% | $4,348-38.5% |
| Admin fee / account holder | $6,218 | $1,974+215.0% | $5,637+10.3% | $1,944+219.8% |