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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 | $29,978 | $35,986-16.7% | $77,513-61.3% | $73,493-59.2% |
| Participation rate | 2.6% | 40.8%-38.2pp | 54.2%-51.6pp | 70.7%-68.1pp |
| Annual return | 6.98% | 19.26%-12.3pp | 54.81%-47.8pp | 28.51%-21.5pp |
| Employer contribution / active EE | $17 | $557-96.9% | $987-98.2% | $2,270-99.2% |
| Participant deferral / active EE | $0 | $1,198-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $382 | $466-18.0% | $2,859-86.6% | $513-25.5% |