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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 | $42,899 | $96,558-55.6% | $80,977-47.0% | $273,972-84.3% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 1.12% | 15.14%-14.0pp | 17.11%-16.0pp | 41.46%-40.3pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,037 | $6,598+6.7% | $5,696+23.5% | $5,287+33.1% |
| Admin fee / account holder | $2,766 | $7,493-63.1% | $5,517-49.9% | $10,133-72.7% |