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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 | $62,941 | $140,592-55.2% | $123,106-48.9% | $125,393-49.8% |
| Participation rate | 40.0% | 88.2%-48.2pp | 86.8%-46.8pp | 83.2%-43.2pp |
| Annual return | -4.36% | 16.80%-21.2pp | 13.22%-17.6pp | 282.23%-286.6pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,621 | $6,980-33.8% | $6,229-25.8% | $5,351-13.7% |
| Admin fee / account holder | $1,435 | $11,198-87.2% | $9,015-84.1% | $9,541-85.0% |