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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 | $25,995 | $29,733-12.6% | $56,025-53.6% | $80,959-67.9% |
| Participation rate | 14.6% | 41.7%-27.1pp | 52.5%-37.9pp | 67.7%-53.1pp |
| Annual return | 5.25% | 35.28%-30.0pp | 1712.69%-1707.4pp | 35.67%-30.4pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $244 | $1,229-80.1% | $1,955-87.5% | $4,300-94.3% |
| Admin fee / account holder | $685 | $2,434-71.9% | $2,828-75.8% | $6,925-90.1% |