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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 | $15,769 | $48,337-67.4% | $67,560-76.7% | $80,959-80.5% |
| Participation rate | 38.3% | 66.4%-28.1pp | 72.9%-34.6pp | 67.7%-29.3pp |
| Annual return | 8.96% | 18.26%-9.3pp | 3533.50%-3524.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,115 | $2,928-27.8% | $4,004-47.2% | $4,300-50.8% |
| Admin fee / account holder | $1,938 | $3,695-47.6% | $3,994-51.5% | $6,925-72.0% |