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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 | $18,385 | $48,327-62.0% | $67,575-72.8% | $80,935-77.3% |
| Participation rate | 16.1% | 66.4%-50.3pp | 72.9%-56.8pp | 67.7%-51.6pp |
| Annual return | 10.95% | 18.31%-7.4pp | 3528.98%-3518.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $17 | $2,022-99.2% | $2,736-99.4% | $2,757-99.4% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $327,811 | $3,692+8778.5% | $3,993+8109.7% | $6,924+4634.2% |