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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 | $15,807 | $112,729-86.0% | $98,716-84.0% | $137,256-88.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 6.22% | 38.48%-32.3pp | 31.81%-25.6pp | 220.34%-214.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,790 | $4,640-61.4% | $4,048-55.8% | $6,407-72.1% |
| Admin fee / account holder | $1,591 | $10,129-84.3% | $8,703-81.7% | $12,270-87.0% |