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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 | $9,496 | $57,073-83.4% | $85,126-88.8% | $80,925-88.3% |
| Participation rate | 42.9% | 56.4%-13.5pp | 67.5%-24.7pp | 67.7%-24.8pp |
| Annual return | 8.12% | 21.69%-13.6pp | 66.63%-58.5pp | 35.65%-27.5pp |
| Employer contribution / active EE | $127 | $1,801-93.0% | $2,731-95.4% | $2,756-95.4% |
| Participant deferral / active EE | $977 | $3,113-68.6% | $4,523-78.4% | $4,299-77.3% |
| Admin fee / account holder | $626 | $4,988-87.5% | $6,160-89.8% | $6,940-91.0% |