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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 | $28,468 | $69,977-59.3% | $108,582-73.8% | $62,881-54.7% |
| Participation rate | 50.0% | 72.9%-22.9pp | 79.6%-29.6pp | 69.3%-19.3pp |
| Annual return | 1.85% | 10.73%-8.9pp | -51.70%+53.5pp | 20.14%-18.3pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,147 | $3,165-32.2% | $4,311-50.2% | $3,203-33.0% |
| Admin fee / account holder | $2,904 | $5,076-42.8% | $7,645-62.0% | $4,296-32.4% |