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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 | $26,624 | $51,642-48.4% | $129,384-79.4% | $80,935-67.1% |
| Participation rate | 38.3% | 56.9%-18.6pp | 69.6%-31.3pp | 67.7%-29.4pp |
| Annual return | 8.71% | 20.78%-12.1pp | 9461.77%-9453.1pp | 35.66%-27.0pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,841 | $2,670-31.0% | $4,166-55.8% | $4,299-57.2% |
| Admin fee / account holder | $8,020 | $4,312+86.0% | $7,686+4.4% | $6,924+15.8% |