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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 | $33,471 | $154,228-78.3% | $145,433-77.0% | $137,256-75.6% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | -8.98% | 74.59%-83.6pp | 66.58%-75.6pp | 220.34%-229.3pp |
| Employer contribution / active EE | $358 | $4,804-92.6% | $4,554-92.2% | $4,156-91.4% |
| Participant deferral / active EE | $3,320 | $8,216-59.6% | $7,897-58.0% | $6,407-48.2% |
| Admin fee / account holder | $7,097 | $14,344-50.5% | $13,129-45.9% | $12,270-42.2% |