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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 | $12,776 | $40,263-68.3% | $57,347-77.7% | $59,632-78.6% |
| Participation rate | 40.0% | 69.2%-29.2pp | 75.1%-35.1pp | 68.7%-28.7pp |
| Annual return | -2.83% | 27.50%-30.3pp | 24.40%-27.2pp | 2041.32%-2044.1pp |
| Employer contribution / active EE | $232 | $1,922-87.9% | $2,689-91.4% | $2,203-89.4% |
| Participant deferral / active EE | $745 | $2,400-69.0% | $3,162-76.4% | $3,192-76.7% |
| Admin fee / account holder | $345 | $2,819-87.8% | $3,356-89.7% | $4,297-92.0% |