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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 | $48,948 | $167,362-70.8% | $143,799-66.0% | $134,532-63.6% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -24.07% | 0.47%-24.5pp | -0.04%-24.0pp | 418.27%-442.3pp |
| Employer contribution / active EE | $869 | $5,620-84.5% | $4,952-82.5% | $4,741-81.7% |
| Participant deferral / active EE | $4,034 | $6,447-37.4% | $5,638-28.4% | $6,401-37.0% |
| Admin fee / account holder | $510 | $18,094-97.2% | $14,677-96.5% | $11,429-95.5% |