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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 | $35,942 | $87,546-58.9% | $75,784-52.6% | $125,389-71.3% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | -6.27% | 13.49%-19.8pp | 9.68%-15.9pp | 282.24%-288.5pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,330 | $4,230+49.7% | $3,652+73.3% | $5,352+18.3% |
| Admin fee / account holder | $515 | $6,503-92.1% | $5,300-90.3% | $9,541-94.6% |