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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 | $38,604 | $56,197-31.3% | $67,652-42.9% | $59,633-35.3% |
| Participation rate | 67.9% | 71.5%-3.6pp | 75.7%-7.8pp | 68.7%-0.8pp |
| Annual return | -3.30% | 18508.10%-18511.4pp | 6625.40%-6628.7pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,865 | $2,844+0.7% | $3,560-19.5% | $3,192-10.2% |
| Admin fee / account holder | $1,638 | $3,958-58.6% | $4,821-66.0% | $4,297-61.9% |