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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 | $29,530 | $55,423-46.7% | $155,602-81.0% | $74,400-60.3% |
| Participation rate | 13.4% | 61.9%-48.5pp | 78.2%-64.8pp | 67.2%-53.8pp |
| Annual return | 9.26% | 269.07%-259.8pp | 64.81%-55.6pp | 1367.51%-1358.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,011 | $2,835-64.3% | $5,629-82.0% | $4,348-76.8% |
| Admin fee / account holder | $5,305 | $1,744+204.1% | $15,923-66.7% | $1,944+173.0% |