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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 | $12,230 | $85,790-85.7% | $67,313-81.8% | $135,380-91.0% |
| Participation rate | 27.3% | 76.5%-49.2pp | 69.1%-41.8pp | 82.6%-55.4pp |
| Annual return | -20.64% | -0.54%-20.1pp | -4.08%-16.6pp | 519.81%-540.4pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,498 | $4,651-67.8% | $3,568-58.0% | $5,609-73.3% |
| Admin fee / account holder | $888 | $6,392-86.1% | $4,507-80.3% | $10,828-91.8% |