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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 | $25,994 | $77,638-66.5% | $156,551-83.4% | $62,881-58.7% |
| Participation rate | 28.1% | 71.2%-43.1pp | 84.0%-55.9pp | 69.3%-41.2pp |
| Annual return | 0.25% | 50.33%-50.1pp | 32.23%-32.0pp | 20.14%-19.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $887 | $3,046-70.9% | $4,871-81.8% | $3,203-72.3% |
| Admin fee / account holder | $1,528 | $5,561-72.5% | $13,028-88.3% | $4,296-64.4% |