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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 | $13,690 | $55,902-75.5% | $76,030-82.0% | $80,959-83.1% |
| Participation rate | 18.9% | 62.1%-43.1pp | 69.1%-50.1pp | 67.7%-48.7pp |
| Annual return | -7.30% | 20.59%-27.9pp | 361.54%-368.8pp | 35.67%-43.0pp |
| Employer contribution / active EE | $260 | $1,867-86.1% | $2,688-90.3% | $2,757-90.6% |
| Participant deferral / active EE | $1,095 | $3,051-64.1% | $4,257-74.3% | $4,300-74.5% |
| Admin fee / account holder | $2,216 | $5,239-57.7% | $6,421-65.5% | $6,925-68.0% |