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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 | $26,934 | $110,337-75.6% | $102,383-73.7% | $145,877-81.5% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 6.71% | 24.83%-18.1pp | 24.94%-18.2pp | 551.28%-544.6pp |
| Employer contribution / active EE | $223 | $4,216-94.7% | $3,870-94.2% | $4,663-95.2% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,395 | $9,750-65.2% | $8,391-59.5% | $13,402-74.7% |