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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 | $7,991 | $51,638-84.5% | $68,368-88.3% | $82,448-90.3% |
| Participation rate | 26.5% | 63.6%-37.1pp | 73.8%-47.2pp | 68.1%-41.5pp |
| Annual return | 8.57% | 37.53%-29.0pp | 292.57%-284.0pp | 41.64%-33.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $516 | $2,914-82.3% | $4,123-87.5% | $4,139-87.5% |
| Admin fee / account holder | $695 | $4,643-85.0% | $5,150-86.5% | $7,234-90.4% |