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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 | $22,875 | $133,998-82.9% | $112,263-79.6% | $134,545-83.0% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -24.94% | 47.17%-72.1pp | 27.49%-52.4pp | 418.37%-443.3pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,319 | $5,292-56.2% | $4,729-51.0% | $6,401-63.8% |
| Admin fee / account holder | $2,870 | $7,493-61.7% | $6,410-55.2% | $11,431-74.9% |