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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 | $13,385 | $97,751-86.3% | $103,447-87.1% | $145,877-90.8% |
| Participation rate | 21.4% | 81.1%-59.7pp | 80.5%-59.1pp | 80.3%-58.9pp |
| Annual return | 4.20% | 25.43%-21.2pp | 23.92%-19.7pp | 551.28%-547.1pp |
| Employer contribution / active EE | $456 | $4,684-90.3% | $4,678-90.3% | $4,663-90.2% |
| Participant deferral / active EE | $1,962 | $6,603-70.3% | $6,624-70.4% | $6,691-70.7% |
| Admin fee / account holder | $57,642 | $12,515+360.6% | $9,415+512.2% | $13,402+330.1% |