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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 | $21,405 | $100,203-78.6% | $85,240-74.9% | $145,897-85.3% |
| Participation rate | 13.0% | 74.1%-61.1pp | 67.5%-54.5pp | 80.3%-67.3pp |
| Annual return | 3.69% | 84.28%-80.6pp | 66.75%-63.1pp | 552.29%-548.6pp |
| Employer contribution / active EE | $33 | $3,242-99.0% | $2,735-98.8% | $4,663-99.3% |
| Participant deferral / active EE | $1,121 | $5,299-78.8% | $4,527-75.2% | $6,689-83.2% |
| Admin fee / account holder | $2,552 | $7,265-64.9% | $6,165-58.6% | $13,390-80.9% |