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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 | $19,733 | $167,362-88.2% | $143,799-86.3% | $134,532-85.3% |
| Participation rate | 16.7% | 84.8%-68.2pp | 80.3%-63.6pp | 81.2%-64.6pp |
| Annual return | -21.20% | 0.47%-21.7pp | -0.04%-21.2pp | 418.27%-439.5pp |
| Employer contribution / active EE | $884 | $5,620-84.3% | $4,952-82.1% | $4,741-81.4% |
| Participant deferral / active EE | $2,226 | $6,447-65.5% | $5,638-60.5% | $6,401-65.2% |
| Admin fee / account holder | $304 | $18,094-98.3% | $14,677-97.9% | $11,429-97.3% |