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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 | $19,591 | $48,314-59.5% | $67,561-71.0% | $80,925-75.8% |
| Participation rate | 37.5% | 66.4%-28.9pp | 72.9%-35.4pp | 67.7%-30.2pp |
| Annual return | 3.92% | 18.28%-14.4pp | 3525.44%-3521.5pp | 35.65%-31.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,154 | $2,927-60.6% | $4,003-71.2% | $4,299-73.2% |
| Admin fee / account holder | $411 | $3,690-88.9% | $4,006-89.7% | $6,940-94.1% |