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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 | $26,690 | $53,128-49.8% | $86,582-69.2% | $70,126-61.9% |
| Participation rate | 40.0% | 65.3%-25.3pp | 73.5%-33.5pp | 69.5%-29.5pp |
| Annual return | 12.23% | 27.66%-15.4pp | 965.08%-952.9pp | 73.15%-60.9pp |
| Employer contribution / active EE | $176 | $2,068-91.5% | $2,839-93.8% | $2,343-92.5% |
| Participant deferral / active EE | $1,446 | $2,695-46.4% | $3,609-59.9% | $3,332-56.6% |
| Admin fee / account holder | $410 | $3,584-88.5% | $4,904-91.6% | $4,645-91.2% |