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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 | $11,741 | $51,638-77.3% | $68,368-82.8% | $82,448-85.8% |
| Participation rate | 20.7% | 63.6%-42.9pp | 73.8%-53.1pp | 68.1%-47.4pp |
| Annual return | 10.94% | 37.53%-26.6pp | 292.57%-281.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,508 | $2,914-48.3% | $4,123-63.4% | $4,139-63.6% |
| Admin fee / account holder | $7,835 | $4,643+68.7% | $5,150+52.1% | $7,234+8.3% |