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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 | $68,489 | $110,083-37.8% | $151,645-54.8% | $68,4900% |
| Participation rate | 63.6% | 84.0%-20.3pp | 87.5%-23.9pp | 67.9%-4.3pp |
| Annual return | -20.00% | -10.12%-9.9pp | 3.34%-23.3pp | -7.85%-12.2pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $12,218 | $6,526+87.2% | $8,363+46.1% | $4,028+203.3% |
| Admin fee / account holder | $2,720 | $7,718-64.8% | $11,614-76.6% | $5,403-49.7% |