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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 | $16,403 | $29,736-44.8% | $56,033-70.7% | $80,935-79.7% |
| Participation rate | 27.0% | 41.7%-14.7pp | 52.5%-25.5pp | 67.7%-40.6pp |
| Annual return | 10.08% | 35.28%-25.2pp | 1711.38%-1701.3pp | 35.66%-25.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $336 | $1,228-72.6% | $1,954-82.8% | $4,299-92.2% |
| Admin fee / account holder | $3,344 | $2,434+37.4% | $2,827+18.3% | $6,924-51.7% |