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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 | $5,142 | $49,976-89.7% | $66,674-92.3% | $82,637-93.8% |
| Participation rate | 44.4% | 63.1%-18.7pp | 73.7%-29.2pp | 68.1%-23.6pp |
| Annual return | 2.34% | 39.09%-36.8pp | 321.24%-318.9pp | 53.51%-51.2pp |
| Employer contribution / active EE | $156 | $1,988-92.1% | $2,620-94.0% | $2,552-93.9% |
| Participant deferral / active EE | $654 | $2,847-77.0% | $4,084-84.0% | $4,126-84.2% |
| Admin fee / account holder | $489 | $4,594-89.4% | $5,098-90.4% | $7,339-93.3% |