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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 | $24,550 | $77,638-68.4% | $156,551-84.3% | $62,881-61.0% |
| Participation rate | 38.3% | 71.2%-32.9pp | 84.0%-45.7pp | 69.3%-31.0pp |
| Annual return | 0.67% | 50.33%-49.7pp | 32.23%-31.6pp | 20.14%-19.5pp |
| Employer contribution / active EE | $11 | $3,444-99.7% | $5,501-99.8% | $2,281-99.5% |
| Participant deferral / active EE | $1,058 | $3,046-65.3% | $4,871-78.3% | $3,203-67.0% |
| Admin fee / account holder | $1,383 | $5,561-75.1% | $13,028-89.4% | $4,296-67.8% |