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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 | $20,470 | $95,580-78.6% | $76,872-73.4% | $139,466-85.3% |
| Participation rate | 50.0% | 74.0%-24.0pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 8.40% | 55.00%-46.6pp | 37.90%-29.5pp | 373.66%-365.3pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,097 | $4,623-76.3% | $3,832-71.4% | $6,712-83.7% |
| Admin fee / account holder | $700 | $8,302-91.6% | $5,476-87.2% | $11,409-93.9% |