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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 | $24,417 | $101,618-76.0% | $93,063-73.8% | $137,256-82.2% |
| Participation rate | 53.8% | 74.9%-21.1pp | 72.1%-18.3pp | 80.0%-26.1pp |
| Annual return | 6.84% | 223.95%-217.1pp | 34.15%-27.3pp | 220.34%-213.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $938 | $4,279-78.1% | $3,958-76.3% | $6,407-85.4% |
| Admin fee / account holder | $11,096 | $6,198+79.0% | $6,033+83.9% | $12,270-9.6% |