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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 | $57,693 | $142,361-59.5% | $119,608-51.8% | $134,509-57.1% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -22.29% | -12.46%-9.8pp | -14.98%-7.3pp | 418.13%-440.4pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,188 | $6,468+88.4% | $5,601+117.6% | $6,400+90.4% |
| Admin fee / account holder | $508 | $13,588-96.3% | $10,326-95.1% | $11,427-95.6% |