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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 | $35,875 | $100,805-64.4% | $86,698-58.6% | $134,532-73.3% |
| Participation rate | 64.7% | 79.0%-14.2pp | 76.6%-11.9pp | 81.2%-16.5pp |
| Annual return | -20.65% | 29.09%-49.7pp | 35.95%-56.6pp | 418.27%-438.9pp |
| Employer contribution / active EE | $214 | $3,490-93.9% | $2,837-92.5% | $4,741-95.5% |
| Participant deferral / active EE | $2,477 | $5,339-53.6% | $4,656-46.8% | $6,401-61.3% |
| Admin fee / account holder | $1,696 | $10,925-84.5% | $7,493-77.4% | $11,429-85.2% |