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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 | $11,492 | $37,436-69.3% | $77,513-85.2% | $79,858-85.6% |
| Participation rate | 23.0% | 41.5%-18.5pp | 54.2%-31.2pp | 69.6%-46.6pp |
| Annual return | 9.78% | 39.75%-30.0pp | 54.81%-45.0pp | 31.72%-21.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $332 | $1,261-73.7% | $1,861-82.2% | $3,740-91.1% |
| Admin fee / account holder | $2,830 | $2,505+12.9% | $2,859-1.0% | $5,306-46.7% |