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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 | $12,044 | $55,902-78.5% | $76,030-84.2% | $80,959-85.1% |
| Participation rate | 6.5% | 62.1%-55.6pp | 69.1%-62.6pp | 67.7%-61.2pp |
| Annual return | 0.71% | 20.59%-19.9pp | 361.54%-360.8pp | 35.67%-35.0pp |
| Employer contribution / active EE | $134 | $1,867-92.8% | $2,688-95.0% | $2,757-95.1% |
| Participant deferral / active EE | $1,300 | $3,051-57.4% | $4,257-69.5% | $4,300-69.8% |
| Admin fee / account holder | $9,063 | $5,239+73.0% | $6,421+41.1% | $6,925+30.9% |