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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 | $19,439 | $81,233-76.1% | $155,567-87.5% | $80,874-76.0% |
| Participation rate | 44.4% | 66.2%-21.8pp | 78.2%-33.8pp | 67.6%-23.2pp |
| Annual return | 7.90% | 33.33%-25.4pp | 64.74%-56.8pp | 35.62%-27.7pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,152 | $3,452-37.7% | $5,628-61.8% | $4,297-49.9% |
| Admin fee / account holder | $1,238 | $7,998-84.5% | $15,916-92.2% | $6,935-82.1% |