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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 | $38,508 | $110,093-65.0% | $97,295-60.4% | $145,897-73.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 5.54% | 244.76%-239.2pp | 75.62%-70.1pp | 552.29%-546.8pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,515 | $4,678-67.6% | $4,264-64.5% | $6,689-77.4% |
| Admin fee / account holder | $2,817 | $6,212-54.6% | $5,646-50.1% | $13,390-79.0% |