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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 | $24,869 | $98,240-74.7% | $82,312-69.8% | $147,586-83.1% |
| Participation rate | 42.9% | 79.7%-36.9pp | 76.9%-34.0pp | 82.8%-40.0pp |
| Annual return | 7.55% | 30.85%-23.3pp | 25.88%-18.3pp | 578.59%-571.0pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,959 | $4,383-55.3% | $3,706-47.1% | $5,439-64.0% |
| Admin fee / account holder | $28,948 | $8,563+238.1% | $5,608+416.2% | $10,886+165.9% |