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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 | $28,253 | $51,708-45.4% | $106,619-73.5% | $62,881-55.1% |
| Participation rate | 24.0% | 66.9%-42.9pp | 78.0%-54.0pp | 69.3%-45.3pp |
| Annual return | -3.06% | 4.69%-7.8pp | 9.42%-12.5pp | 20.14%-23.2pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $956 | $2,315-58.7% | $3,930-75.7% | $3,203-70.2% |
| Admin fee / account holder | $927 | $3,349-72.3% | $6,418-85.6% | $4,296-78.4% |