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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 | $14,510 | $91,179-84.1% | $178,499-91.9% | $79,852-81.8% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 9.09% | 24.19%-15.1pp | 151.10%-142.0pp | 31.72%-22.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,848 | $3,236-42.9% | $5,202-64.5% | $3,740-50.6% |
| Admin fee / account holder | $990 | $6,749-85.3% | $13,986-92.9% | $5,306-81.4% |