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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 | $54,469 | $77,157-29.4% | $108,405-49.8% | $85,851-36.6% |
| Participation rate | 36.5% | 74.7%-38.1pp | 80.1%-43.6pp | 69.3%-32.8pp |
| Annual return | 12.80% | 44.55%-31.8pp | 905.55%-892.8pp | 318.63%-305.8pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,893 | $5,567-48.0% | $6,563-55.9% | $3,952-26.8% |
| Admin fee / account holder | $7,991 | $5,174+54.5% | $7,297+9.5% | $6,261+27.6% |