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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 | $12,403 | $49,976-75.2% | $66,674-81.4% | $82,637-85.0% |
| Participation rate | 33.3% | 63.1%-29.8pp | 73.7%-40.3pp | 68.1%-34.7pp |
| Annual return | 12.92% | 39.09%-26.2pp | 321.24%-308.3pp | 53.51%-40.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $976 | $2,847-65.7% | $4,084-76.1% | $4,126-76.3% |
| Admin fee / account holder | $5,075 | $4,594+10.5% | $5,098-0.5% | $7,339-30.9% |