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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 | $27,578 | $105,866-73.9% | $90,766-69.6% | $134,545-79.5% |
| Participation rate | 58.3% | 78.3%-19.9pp | 75.7%-17.4pp | 81.2%-22.9pp |
| Annual return | -23.33% | -10.99%-12.3pp | -12.16%-11.2pp | 418.37%-441.7pp |
| Employer contribution / active EE | $374 | $3,464-89.2% | $2,922-87.2% | $4,742-92.1% |
| Participant deferral / active EE | $1,711 | $5,217-67.2% | $4,565-62.5% | $6,401-73.3% |
| Admin fee / account holder | $771 | $13,938-94.5% | $8,446-90.9% | $11,431-93.3% |