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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 | $36,081 | $49,976-27.8% | $66,674-45.9% | $82,637-56.3% |
| Participation rate | 15.4% | 63.1%-47.7pp | 73.7%-58.3pp | 68.1%-52.7pp |
| Annual return | 9.23% | 39.09%-29.9pp | 321.24%-312.0pp | 53.51%-44.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $506 | $2,847-82.2% | $4,084-87.6% | $4,126-87.7% |
| Admin fee / account holder | $1,958 | $4,594-57.4% | $5,098-61.6% | $7,339-73.3% |