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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 | $37,678 | $96,691-61.0% | $86,656-56.5% | $139,487-73.0% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 4.65% | 106.87%-102.2pp | 593.09%-588.4pp | 373.84%-369.2pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,922 | $4,838-60.3% | $4,439-56.7% | $6,713-71.4% |
| Admin fee / account holder | $396 | $6,414-93.8% | $5,619-93.0% | $11,407-96.5% |