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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 | $15,958 | $111,535-85.7% | $105,223-84.8% | $137,256-88.4% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | -8.51% | 237.85%-246.4pp | 180.65%-189.2pp | 220.34%-228.8pp |
| Employer contribution / active EE | $583 | $3,939-85.2% | $3,689-84.2% | $4,156-86.0% |
| Participant deferral / active EE | $1,739 | $5,500-68.4% | $5,072-65.7% | $6,407-72.9% |
| Admin fee / account holder | $8,082 | $9,721-16.9% | $8,859-8.8% | $12,270-34.1% |