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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 | $37,637 | $56,197-33.0% | $67,652-44.4% | $59,633-36.9% |
| Participation rate | 63.2% | 71.5%-8.3pp | 75.7%-12.5pp | 68.7%-5.5pp |
| Annual return | -4.70% | 18508.10%-18512.8pp | 6625.40%-6630.1pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,467 | $2,844-48.4% | $3,560-58.8% | $3,192-54.0% |
| Admin fee / account holder | $540 | $3,958-86.4% | $4,821-88.8% | $4,297-87.4% |