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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 | $14,550 | $93,124-84.4% | $77,100-81.1% | $134,545-89.2% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -23.42% | 62.68%-86.1pp | 42.35%-65.8pp | 418.37%-441.8pp |
| Employer contribution / active EE | $46 | $3,421-98.7% | $2,815-98.4% | $4,742-99.0% |
| Participant deferral / active EE | $2,801 | $5,242-46.6% | $4,430-36.8% | $6,401-56.2% |
| Admin fee / account holder | $1,056 | $6,970-84.9% | $5,443-80.6% | $11,431-90.8% |