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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 | $11,934 | $67,823-82.4% | $52,425-77.2% | $137,256-91.3% |
| Participation rate | 14.3% | 63.9%-49.6pp | 55.6%-41.3pp | 80.0%-65.7pp |
| Annual return | 0.51% | 219.11%-218.6pp | 302.12%-301.6pp | 220.34%-219.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $811 | $2,288-64.6% | $1,790-54.7% | $6,407-87.3% |
| Admin fee / account holder | $1,614 | $2,844-43.3% | $2,495-35.3% | $12,270-86.8% |