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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 | $13,901 | $72,071-80.7% | $68,368-79.7% | $137,256-89.9% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.0%-33.8pp |
| Annual return | 0.00% | 353.14%-353.1pp | 292.57%-292.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $312 | $2,788-88.8% | $2,649-88.2% | $4,156-92.5% |
| Participant deferral / active EE | $1,963 | $4,410-55.5% | $4,123-52.4% | $6,407-69.4% |
| Admin fee / account holder | $1,908 | $5,336-64.2% | $5,150-63.0% | $12,270-84.5% |