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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 | $10,961 | $29,670-63.1% | $56,054-80.4% | $80,911-86.5% |
| Participation rate | 6.4% | 41.7%-35.3pp | 52.5%-46.1pp | 67.6%-61.3pp |
| Annual return | 8.18% | 35.24%-27.1pp | 1705.95%-1697.8pp | 35.63%-27.5pp |
| Employer contribution / active EE | $89 | $670-86.7% | $1,039-91.4% | $2,756-96.8% |
| Participant deferral / active EE | $247 | $1,227-79.9% | $1,952-87.4% | $4,297-94.3% |
| Admin fee / account holder | $6,183 | $2,431+154.3% | $2,822+119.0% | $6,935-10.8% |