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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 | $36,731 | $82,288-55.4% | $68,794-46.6% | $134,509-72.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -31.42% | -2.19%-29.2pp | -6.37%-25.0pp | 418.13%-449.6pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,987 | $4,738+47.5% | $3,941+77.3% | $6,400+9.2% |
| Admin fee / account holder | $10,020 | $6,482+54.6% | $4,934+103.1% | $11,427-12.3% |