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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 | $35,962 | $32,037+12.3% | $69,182-48.0% | $62,881-42.8% |
| Participation rate | 16.7% | 43.4%-26.8pp | 55.1%-38.4pp | 69.3%-52.6pp |
| Annual return | 3.78% | 15.16%-11.4pp | -21.93%+25.7pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $604 | $1,185-49.1% | $1,897-68.2% | $3,203-81.2% |
| Admin fee / account holder | $6,078 | $2,608+133.0% | $2,697+125.4% | $4,296+41.5% |