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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 | $16,513 | $48,337-65.8% | $67,560-75.6% | $80,959-79.6% |
| Participation rate | 36.7% | 66.4%-29.8pp | 72.9%-36.3pp | 67.7%-31.0pp |
| Annual return | 9.44% | 18.26%-8.8pp | 3533.50%-3524.1pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,668 | $2,928-8.9% | $4,004-33.4% | $4,300-38.0% |
| Admin fee / account holder | $7,823 | $3,695+111.7% | $3,994+95.9% | $6,925+13.0% |