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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 | $41,058 | $90,509-54.6% | $78,693-47.8% | $273,968-85.0% |
| Participation rate | 25.0% | 76.5%-51.5pp | 73.6%-48.6pp | 83.0%-58.0pp |
| Annual return | -1.36% | 75.61%-77.0pp | 62.18%-63.5pp | 41.45%-42.8pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,688 | $3,901-56.7% | $3,517-52.0% | $5,287-68.1% |
| Admin fee / account holder | $1,574 | $5,264-70.1% | $4,511-65.1% | $10,132-84.5% |