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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 | $32,734 | $159,978-79.5% | $147,041-77.7% | $145,978-77.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | -4.01% | 98.36%-102.4pp | 419.21%-423.2pp | 550.52%-554.5pp |
| Employer contribution / active EE | $863 | $5,288-83.7% | $4,935-82.5% | $4,662-81.5% |
| Participant deferral / active EE | $5,123 | $8,429-39.2% | $8,071-36.5% | $6,690-23.4% |
| Admin fee / account holder | $24,189 | $15,053+60.7% | $13,006+86.0% | $13,400+80.5% |