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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 | $19,101 | $58,258-67.2% | $81,820-76.7% | $80,925-76.4% |
| Participation rate | 20.5% | 63.5%-42.9pp | 72.4%-51.9pp | 67.7%-47.1pp |
| Annual return | 8.86% | 41.76%-32.9pp | 777.93%-769.1pp | 35.65%-26.8pp |
| Employer contribution / active EE | $207 | $2,345-91.2% | $2,915-92.9% | $2,756-92.5% |
| Participant deferral / active EE | $859 | $3,284-73.8% | $4,323-80.1% | $4,299-80.0% |
| Admin fee / account holder | $1,136 | $4,976-77.2% | $7,391-84.6% | $6,940-83.6% |