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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 | $16,609 | $85,171-80.5% | $172,752-90.4% | $72,975-77.2% |
| Participation rate | 32.8% | 70.1%-37.3pp | 82.6%-49.9pp | 69.5%-36.7pp |
| Annual return | 4.91% | 27.32%-22.4pp | 802.97%-798.1pp | 81.01%-76.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,439 | $3,260-55.9% | $5,198-72.3% | $3,608-60.1% |
| Admin fee / account holder | $650 | $5,880-88.9% | $13,955-95.3% | $5,124-87.3% |