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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 | $17,893 | $51,638-65.3% | $68,368-73.8% | $82,448-78.3% |
| Participation rate | 13.8% | 63.6%-49.8pp | 73.8%-60.0pp | 68.1%-54.3pp |
| Annual return | 6.94% | 37.53%-30.6pp | 292.57%-285.6pp | 41.64%-34.7pp |
| Employer contribution / active EE | $128 | $2,047-93.7% | $2,649-95.1% | $2,551-95.0% |
| Participant deferral / active EE | $817 | $2,914-71.9% | $4,123-80.2% | $4,139-80.3% |
| Admin fee / account holder | $3,596 | $4,643-22.6% | $5,150-30.2% | $7,234-50.3% |