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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 | $23,690 | $77,905-69.6% | $149,682-84.2% | $75,173-68.5% |
| Participation rate | 30.2% | 65.6%-35.4pp | 78.8%-48.6pp | 67.2%-37.0pp |
| Annual return | 13.25% | 31.72%-18.5pp | 134.35%-121.1pp | 160.65%-147.4pp |
| Employer contribution / active EE | $43 | $3,138-98.6% | $4,818-99.1% | $2,670-98.4% |
| Participant deferral / active EE | $1,151 | $3,411-66.2% | $5,681-79.7% | $4,126-72.1% |
| Admin fee / account holder | $29,462 | $5,957+394.6% | $13,210+123.0% | $5,651+421.3% |