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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 | $16,195 | $45,126-64.1% | $85,187-81.0% | $74,459-78.3% |
| Participation rate | 20.2% | 49.4%-29.2pp | 67.5%-47.3pp | 67.2%-47.0pp |
| Annual return | 10.54% | 26.30%-15.8pp | 66.67%-56.1pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $110 | $1,460-92.5% | $2,732-96.0% | $2,626-95.8% |
| Participant deferral / active EE | $795 | $2,738-71.0% | $4,525-82.4% | $4,350-81.7% |
| Admin fee / account holder | $1,957 | $2,212-11.5% | $6,162-68.2% | $1,945+0.7% |