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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 | $59,843 | $211,946-71.8% | $169,452-64.7% | $135,380-55.8% |
| Participation rate | 40.9% | 82.6%-41.7pp | 77.8%-36.9pp | 82.6%-41.7pp |
| Annual return | -10.83% | 3.26%-14.1pp | 1.83%-12.7pp | 519.81%-530.6pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,957 | $6,075-51.3% | $5,277-44.0% | $5,609-47.3% |
| Admin fee / account holder | $11,575 | $11,472+0.9% | $9,110+27.1% | $10,828+6.9% |