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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 | $13,494 | $29,733-54.6% | $56,025-75.9% | $80,959-83.3% |
| Participation rate | 44.9% | 41.7%+3.2pp | 52.5%-7.6pp | 67.7%-22.7pp |
| Annual return | 10.12% | 35.28%-25.2pp | 1712.69%-1702.6pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $965 | $1,229-21.5% | $1,955-50.6% | $4,300-77.6% |
| Admin fee / account holder | $3,020 | $2,434+24.1% | $2,828+6.8% | $6,925-56.4% |