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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 | $25,516 | $77,164-66.9% | $178,014-85.7% | $80,874-68.5% |
| Participation rate | 15.8% | 65.7%-49.9pp | 77.1%-61.3pp | 67.6%-51.9pp |
| Annual return | 10.06% | 18.09%-8.0pp | 294.80%-284.7pp | 35.62%-25.6pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,710 | $4,408-61.2% | $6,276-72.7% | $4,297-60.2% |
| Admin fee / account holder | $7,931 | $7,164+10.7% | $10,362-23.5% | $6,935+14.4% |