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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 | $14,043 | $51,642-72.8% | $129,384-89.1% | $80,935-82.6% |
| Participation rate | 31.9% | 56.9%-25.0pp | 69.6%-37.8pp | 67.7%-35.8pp |
| Annual return | 7.12% | 20.78%-13.7pp | 9461.77%-9454.7pp | 35.66%-28.5pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,874 | $2,670+82.6% | $4,166+17.0% | $4,299+13.4% |
| Admin fee / account holder | $7,120 | $4,312+65.1% | $7,686-7.4% | $6,924+2.8% |