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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 | $15,338 | $138,114-88.9% | $125,391-87.8% | $134,545-88.6% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -21.31% | 750.88%-772.2pp | 572.41%-593.7pp | 418.37%-439.7pp |
| Employer contribution / active EE | $702 | $5,246-86.6% | $4,816-85.4% | $4,742-85.2% |
| Participant deferral / active EE | $3,485 | $7,801-55.3% | $7,448-53.2% | $6,401-45.6% |
| Admin fee / account holder | $876 | $11,570-92.4% | $10,009-91.2% | $11,431-92.3% |