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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 | $42,145 | $167,362-74.8% | $143,799-70.7% | $134,532-68.7% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -20.34% | 0.47%-20.8pp | -0.04%-20.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $1,020 | $5,620-81.9% | $4,952-79.4% | $4,741-78.5% |
| Participant deferral / active EE | $5,037 | $6,447-21.9% | $5,638-10.7% | $6,401-21.3% |
| Admin fee / account holder | $1,105 | $18,094-93.9% | $14,677-92.5% | $11,429-90.3% |