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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 | $37,821 | $73,009-48.2% | $90,756-58.3% | $68,495-44.8% |
| Participation rate | 67.8% | 70.8%-3.0pp | 75.7%-7.9pp | 67.9%-0.1pp |
| Annual return | -19.87% | -13.81%-6.1pp | -12.16%-7.7pp | -7.84%-12.0pp |
| Employer contribution / active EE | $339 | $2,193-84.6% | $2,922-88.4% | $2,596-87.0% |
| Participant deferral / active EE | $1,728 | $3,626-52.3% | $4,565-62.1% | $4,028-57.1% |
| Admin fee / account holder | $1,508 | $5,896-74.4% | $8,445-82.1% | $5,403-72.1% |