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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 | $16,132 | $53,546-69.9% | $69,884-76.9% | $68,486-76.4% |
| Participation rate | 38.5% | 64.5%-26.1pp | 70.5%-32.0pp | 67.9%-29.4pp |
| Annual return | -26.38% | -13.87%-12.5pp | 190.81%-217.2pp | -7.85%-18.5pp |
| Employer contribution / active EE | $303 | $2,019-85.0% | $2,560-88.2% | $2,597-88.3% |
| Participant deferral / active EE | $1,385 | $2,957-53.2% | $3,848-64.0% | $4,028-65.6% |
| Admin fee / account holder | $1,702 | $4,693-63.7% | $6,266-72.8% | $5,404-68.5% |