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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 | $23,547 | $64,920-63.7% | $103,693-77.3% | $86,983-72.9% |
| Participation rate | 17.0% | 63.6%-46.6pp | 72.6%-55.6pp | 69.5%-52.5pp |
| Annual return | 11.36% | 30.29%-18.9pp | 47.61%-36.3pp | 25.83%-14.5pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $962 | $3,241-70.3% | $4,579-79.0% | $4,194-77.1% |
| Admin fee / account holder | $2,047 | $6,191-66.9% | $7,858-74.0% | $7,856-73.9% |