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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 | $22,964 | $167,362-86.3% | $143,799-84.0% | $134,532-82.9% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -25.41% | 0.47%-25.9pp | -0.04%-25.4pp | 418.27%-443.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,337 | $6,447-1.7% | $5,638+12.4% | $6,401-1.0% |
| Admin fee / account holder | $661 | $18,094-96.3% | $14,677-95.5% | $11,429-94.2% |