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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 | $24,821 | $25,014-0.8% | $69,460-64.3% | $80,911-69.3% |
| Participation rate | 36.2% | 64.2%-28.0pp | 66.4%-30.2pp | 67.6%-31.4pp |
| Annual return | 9.32% | 19.08%-9.8pp | 100.80%-91.5pp | 35.63%-26.3pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,714-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $980 | $1,839-46.7% | $2,890-66.1% | $4,297-77.2% |
| Admin fee / account holder | $801 | $2,491-67.8% | $4,695-82.9% | $6,935-88.4% |