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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 | $68,225 | $155,555-56.1% | $146,866-53.5% | $155,188-56.0% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.5%-57.5pp | 80.8%-55.8pp |
| Annual return | -21.05% | 115.41%-136.5pp | 102.85%-123.9pp | 148.84%-169.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,281 | $8,044-9.5% | $7,759-6.2% | $6,531+11.5% |
| Admin fee / account holder | $18,923 | $14,755+28.2% | $13,620+38.9% | $14,480+30.7% |