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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 | $23,340 | $42,917-45.6% | $60,899-61.7% | $68,495-65.9% |
| Participation rate | 15.1% | 66.8%-51.7pp | 73.1%-58.0pp | 67.9%-52.8pp |
| Annual return | -20.98% | -13.99%-7.0pp | 16.92%-37.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $363 | $1,979-81.6% | $2,702-86.6% | $2,596-86.0% |
| Participant deferral / active EE | $909 | $2,867-68.3% | $3,817-76.2% | $4,028-77.4% |
| Admin fee / account holder | $1,273 | $3,102-59.0% | $3,225-60.5% | $5,403-76.4% |