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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 | $27,931 | $69,774-60.0% | $67,561-58.7% | $74,429-62.5% |
| Participation rate | 34.0% | 71.4%-37.4pp | 72.9%-38.9pp | 67.2%-33.3pp |
| Annual return | 11.52% | -40.53%+52.0pp | 3525.44%-3513.9pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $207 | $2,710-92.4% | $2,735-92.4% | $2,625-92.1% |
| Participant deferral / active EE | $1,934 | $3,636-46.8% | $4,003-51.7% | $4,348-55.5% |
| Admin fee / account holder | $2,299 | $890+158.4% | $4,006-42.6% | $1,944+18.2% |