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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 | $19,015 | $34,932-45.6% | $56,441-66.3% | $74,546-74.5% |
| Participation rate | 10.3% | 32.9%-22.6pp | 52.5%-42.2pp | 67.2%-57.0pp |
| Annual return | 10.23% | 24.90%-14.7pp | 1704.21%-1694.0pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $41 | $608-93.2% | $1,039-96.0% | $2,624-98.4% |
| Participant deferral / active EE | $260 | $1,173-77.9% | $1,953-86.7% | $4,347-94.0% |
| Admin fee / account holder | $2,077 | $2,359-12.0% | $2,829-26.6% | $1,944+6.9% |