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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 | $30,308 | $52,678-42.5% | $75,784-60.0% | $59,633-49.2% |
| Participation rate | 32.8% | 67.2%-34.4pp | 75.8%-43.0pp | 68.7%-35.9pp |
| Annual return | -3.84% | 2.95%-6.8pp | 9.68%-13.5pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,236 | $2,591-52.3% | $3,652-66.2% | $3,192-61.3% |
| Admin fee / account holder | $9,636 | $3,610+166.9% | $5,300+81.8% | $4,297+124.2% |