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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 | $24,916 | $140,578-82.3% | $100,671-75.3% | $125,389-80.1% |
| Participation rate | 33.3% | 80.4%-47.1pp | 70.7%-37.4pp | 83.2%-49.9pp |
| Annual return | -4.09% | 24.67%-28.8pp | 20.43%-24.5pp | 282.24%-286.3pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,424 | $3,981-64.2% | $3,144-54.7% | $5,352-73.4% |
| Admin fee / account holder | $323 | $6,716-95.2% | $4,850-93.3% | $9,541-96.6% |