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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 | $9,816 | $48,337-79.7% | $67,560-85.5% | $80,959-87.9% |
| Participation rate | 43.8% | 66.4%-22.7pp | 72.9%-29.2pp | 67.7%-23.9pp |
| Annual return | 9.47% | 18.26%-8.8pp | 3533.50%-3524.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,030 | $2,928-64.8% | $4,004-74.3% | $4,300-76.1% |
| Admin fee / account holder | $1,595 | $3,695-56.8% | $3,994-60.1% | $6,925-77.0% |