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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 | $12,595 | $57,119-77.9% | $85,187-85.2% | $80,935-84.4% |
| Participation rate | 38.0% | 56.4%-18.4pp | 67.5%-29.5pp | 67.7%-29.7pp |
| Annual return | 9.14% | 21.70%-12.6pp | 66.67%-57.5pp | 35.66%-26.5pp |
| Employer contribution / active EE | $159 | $1,802-91.2% | $2,732-94.2% | $2,757-94.2% |
| Participant deferral / active EE | $800 | $3,115-74.3% | $4,525-82.3% | $4,299-81.4% |
| Admin fee / account holder | $3,503 | $4,990-29.8% | $6,162-43.2% | $6,924-49.4% |