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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 | $16,882 | $51,638-67.3% | $68,368-75.3% | $82,448-79.5% |
| Participation rate | 58.6% | 63.6%-5.0pp | 73.8%-15.1pp | 68.1%-9.4pp |
| Annual return | 8.18% | 37.53%-29.4pp | 292.57%-284.4pp | 41.64%-33.5pp |
| Employer contribution / active EE | $209 | $2,047-89.8% | $2,649-92.1% | $2,551-91.8% |
| Participant deferral / active EE | $2,762 | $2,914-5.2% | $4,123-33.0% | $4,139-33.3% |
| Admin fee / account holder | $1,398 | $4,643-69.9% | $5,150-72.9% | $7,234-80.7% |