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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 | $34,741 | $125,184-72.2% | $105,607-67.1% | $145,884-76.2% |
| Participation rate | 37.5% | 77.6%-40.1pp | 75.3%-37.8pp | 80.3%-42.8pp |
| Annual return | -1.21% | 225.00%-226.2pp | 116.11%-117.3pp | 551.85%-553.1pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,841 | $5,714-50.3% | $5,011-43.3% | $6,690-57.5% |
| Admin fee / account holder | $12,346 | $17,133-27.9% | $10,958+12.7% | $13,392-7.8% |