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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 | $21,791 | $84,236-74.1% | $170,435-87.2% | $70,126-68.9% |
| Participation rate | 58.6% | 70.8%-12.2pp | 83.6%-25.0pp | 69.5%-10.9pp |
| Annual return | 11.13% | 23.06%-11.9pp | 205.94%-194.8pp | 73.15%-62.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $867 | $3,086-71.9% | $4,939-82.5% | $3,332-74.0% |
| Admin fee / account holder | $2,826 | $5,698-50.4% | $13,881-79.6% | $4,645-39.2% |