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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 | $18,991 | $78,690-75.9% | $161,489-88.2% | $87,485-78.3% |
| Participation rate | 55.6% | 67.5%-11.9pp | 78.7%-23.1pp | 68.9%-13.4pp |
| Annual return | 12.37% | 32.74%-20.4pp | 89.72%-77.4pp | 26.06%-13.7pp |
| Employer contribution / active EE | $328 | $2,588-87.3% | $4,268-92.3% | $2,596-87.4% |
| Participant deferral / active EE | $1,410 | $3,311-57.4% | $5,630-75.0% | $4,274-67.0% |
| Admin fee / account holder | $853 | $6,724-87.3% | $16,006-94.7% | $7,775-89.0% |