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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 | $14,523 | $77,905-81.4% | $149,682-90.3% | $75,173-80.7% |
| Participation rate | 8.9% | 65.6%-56.6pp | 78.8%-69.8pp | 67.2%-58.3pp |
| Annual return | -1.70% | 31.72%-33.4pp | 134.35%-136.1pp | 160.65%-162.4pp |
| Employer contribution / active EE | $94 | $3,138-97.0% | $4,818-98.1% | $2,670-96.5% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,681-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,220 | $5,957-79.5% | $13,210-90.8% | $5,651-78.4% |