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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 | $12,261 | $81,276-84.9% | $155,574-92.1% | $80,925-84.8% |
| Participation rate | 37.1% | 66.2%-29.2pp | 78.2%-41.1pp | 67.7%-30.6pp |
| Annual return | 8.94% | 33.36%-24.4pp | 64.87%-55.9pp | 35.65%-26.7pp |
| Employer contribution / active EE | $152 | $3,103-95.1% | $4,676-96.8% | $2,756-94.5% |
| Participant deferral / active EE | $1,095 | $3,453-68.3% | $5,629-80.5% | $4,299-74.5% |
| Admin fee / account holder | $1,676 | $7,993-79.0% | $15,914-89.5% | $6,940-75.8% |