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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 | $16,309 | $45,050-63.8% | $63,018-74.1% | $70,126-76.7% |
| Participation rate | 44.9% | 69.5%-24.6pp | 74.8%-29.9pp | 69.5%-24.6pp |
| Annual return | 10.62% | 18.76%-8.1pp | 87.62%-77.0pp | 73.15%-62.5pp |
| Employer contribution / active EE | $313 | $2,052-84.8% | $2,761-88.7% | $2,343-86.6% |
| Participant deferral / active EE | $773 | $2,466-68.7% | $3,330-76.8% | $3,332-76.8% |
| Admin fee / account holder | $1,309 | $2,834-53.8% | $3,601-63.6% | $4,645-71.8% |