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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 | $22,281 | $121,701-81.7% | $104,639-78.7% | $158,982-86.0% |
| Participation rate | 45.5% | 77.5%-32.1pp | 74.1%-28.6pp | 82.0%-36.5pp |
| Annual return | -9.85% | 465.72%-475.6pp | 340.67%-350.5pp | 302.99%-312.8pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,438 | $4,176-17.7% | $3,738-8.0% | $5,983-42.5% |
| Admin fee / account holder | $4,077 | $7,778-47.6% | $6,465-36.9% | $11,252-63.8% |