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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 | $43,126 | $167,362-74.2% | $143,799-70.0% | $134,532-67.9% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -22.16% | 0.47%-22.6pp | -0.04%-22.1pp | 418.27%-440.4pp |
| Employer contribution / active EE | $798 | $5,620-85.8% | $4,952-83.9% | $4,741-83.2% |
| Participant deferral / active EE | $4,924 | $6,447-23.6% | $5,638-12.7% | $6,401-23.1% |
| Admin fee / account holder | $21,667 | $18,094+19.7% | $14,677+47.6% | $11,429+89.6% |