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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 | $22,089 | $31,105-29.0% | $53,647-58.8% | $64,097-65.5% |
| Participation rate | 12.2% | 30.7%-18.5pp | 56.3%-44.0pp | 55.2%-43.0pp |
| Annual return | 3.12% | 22.54%-19.4pp | 358.33%-355.2pp | 34.64%-31.5pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $577 | $896-35.6% | $1,813-68.2% | $3,080-81.3% |
| Admin fee / account holder | $2,481 | $2,195+13.0% | $2,460+0.9% | $3,454-28.2% |