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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 | $22,302 | $97,881-77.2% | $80,004-72.1% | $125,389-82.2% |
| Participation rate | 17.4% | 77.9%-60.5pp | 73.0%-55.6pp | 83.2%-65.8pp |
| Annual return | -8.00% | 9.36%-17.4pp | 7.63%-15.6pp | 282.24%-290.2pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $621 | $3,744-83.4% | $3,204-80.6% | $5,352-88.4% |
| Admin fee / account holder | $1,737 | $6,278-72.3% | $5,033-65.5% | $9,541-81.8% |