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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 | $16,067 | $81,276-80.2% | $155,574-89.7% | $80,925-80.1% |
| Participation rate | 38.8% | 66.2%-27.4pp | 78.2%-39.4pp | 67.7%-28.8pp |
| Annual return | 8.81% | 33.36%-24.6pp | 64.87%-56.1pp | 35.65%-26.8pp |
| Employer contribution / active EE | $89 | $3,103-97.1% | $4,676-98.1% | $2,756-96.8% |
| Participant deferral / active EE | $1,050 | $3,453-69.6% | $5,629-81.3% | $4,299-75.6% |
| Admin fee / account holder | $4,260 | $7,993-46.7% | $15,914-73.2% | $6,940-38.6% |