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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 | $6,990 | $32,037-78.2% | $69,182-89.9% | $62,881-88.9% |
| Participation rate | 36.0% | 43.4%-7.4pp | 55.1%-19.1pp | 69.3%-33.3pp |
| Annual return | -1.79% | 15.16%-17.0pp | -21.93%+20.1pp | 20.14%-21.9pp |
| Employer contribution / active EE | $62 | $679-90.8% | $1,206-94.8% | $2,281-97.3% |
| Participant deferral / active EE | $317 | $1,185-73.2% | $1,897-83.3% | $3,203-90.1% |
| Admin fee / account holder | $1,117 | $2,608-57.2% | $2,697-58.6% | $4,296-74.0% |