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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 | $39,545 | $47,977-17.6% | $154,108-74.3% | $56,289-29.7% |
| Participation rate | 27.9% | 66.2%-38.3pp | 83.0%-55.2pp | 69.9%-42.0pp |
| Annual return | -7.41% | 3.54%-10.9pp | 735.21%-742.6pp | -9.96%+2.6pp |
| Employer contribution / active EE | $144 | $2,169-93.3% | $5,298-97.3% | $2,111-93.2% |
| Participant deferral / active EE | $1,301 | $2,392-45.6% | $5,081-74.4% | $3,350-61.2% |
| Admin fee / account holder | $1,304 | $438+197.6% | $13,411-90.3% | $521+150.3% |