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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 | $14,947 | $81,276-81.6% | $155,574-90.4% | $80,925-81.5% |
| Participation rate | 26.3% | 66.2%-39.9pp | 78.2%-51.9pp | 67.7%-41.3pp |
| Annual return | 5.70% | 33.36%-27.7pp | 64.87%-59.2pp | 35.65%-30.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,433 | $3,453-29.5% | $5,629-56.8% | $4,299-43.4% |
| Admin fee / account holder | $1,008 | $7,993-87.4% | $15,914-93.7% | $6,940-85.5% |