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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 | $13,351 | $102,609-87.0% | $98,090-86.4% | $138,895-90.4% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 10.48% | 36.44%-26.0pp | 37.05%-26.6pp | 145.39%-134.9pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $19,726 | $8,167+141.5% | $7,845+151.5% | $6,396+208.4% |
| Admin fee / account holder | $8,484 | $11,434-25.8% | $11,815-28.2% | $12,562-32.5% |