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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 | $47,882 | $77,638-38.3% | $156,551-69.4% | $62,881-23.9% |
| Participation rate | 34.0% | 71.2%-37.2pp | 84.0%-50.0pp | 69.3%-35.3pp |
| Annual return | -0.32% | 50.33%-50.6pp | 32.23%-32.5pp | 20.14%-20.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,286 | $3,046-57.8% | $4,871-73.6% | $3,203-59.9% |
| Admin fee / account holder | $715 | $5,561-87.1% | $13,028-94.5% | $4,296-83.4% |