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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 | $35,503 | $176,105-79.8% | $159,474-77.7% | $167,536-78.8% |
| Participation rate | 35.7% | 85.0%-49.2pp | 82.8%-47.1pp | 82.1%-46.4pp |
| Annual return | 9.26% | 331.91%-322.7pp | 263.68%-254.4pp | 478.82%-469.6pp |
| Employer contribution / active EE | $9 | $5,299-99.8% | $4,831-99.8% | $4,839-99.8% |
| Participant deferral / active EE | $3,994 | $7,751-48.5% | $7,353-45.7% | $6,342-37.0% |
| Admin fee / account holder | $2,915 | $12,559-76.8% | $10,802-73.0% | $12,315-76.3% |