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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 | $49,528 | $131,835-62.4% | $108,582-54.4% | $273,972-81.9% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.6%-15.3pp | 83.0%-18.7pp |
| Annual return | -3.68% | -91.57%+87.9pp | -51.70%+48.0pp | 41.46%-45.1pp |
| Employer contribution / active EE | $557 | $4,913-88.7% | $3,758-85.2% | $4,869-88.6% |
| Participant deferral / active EE | $6,221 | $5,127+21.3% | $4,311+44.3% | $5,287+17.7% |
| Admin fee / account holder | $675 | $10,253-93.4% | $7,645-91.2% | $10,133-93.3% |