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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 | $8,034 | $34,932-77.0% | $56,441-85.8% | $74,546-89.2% |
| Participation rate | 32.9% | 32.9%+0.1pp | 52.5%-19.5pp | 67.2%-34.3pp |
| Annual return | 8.24% | 24.90%-16.7pp | 1704.21%-1696.0pp | 1366.03%-1357.8pp |
| Employer contribution / active EE | $0 | $608-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $836 | $1,173-28.7% | $1,953-57.2% | $4,347-80.8% |
| Admin fee / account holder | $1,324 | $2,359-43.9% | $2,829-53.2% | $1,944-31.9% |