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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 | $9,416 | $58,258-83.8% | $81,820-88.5% | $80,925-88.4% |
| Participation rate | 55.6% | 63.5%-7.9pp | 72.4%-16.8pp | 67.7%-12.1pp |
| Annual return | 10.42% | 41.76%-31.3pp | 777.93%-767.5pp | 35.65%-25.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,201 | $3,284-63.4% | $4,323-72.2% | $4,299-72.1% |
| Admin fee / account holder | $348 | $4,976-93.0% | $7,391-95.3% | $6,940-95.0% |