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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 | $28,068 | $102,595-72.6% | $94,057-70.2% | $154,746-81.9% |
| Participation rate | 54.2% | 76.0%-21.8pp | 73.3%-19.2pp | 80.7%-26.5pp |
| Annual return | 5.76% | 583.42%-577.7pp | 480.62%-474.9pp | 172.34%-166.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,689 | $5,118-27.9% | $4,709-21.7% | $6,730-45.2% |
| Admin fee / account holder | $1,701 | $7,736-78.0% | $7,244-76.5% | $14,365-88.2% |