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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 | $25,185 | $197,819-87.3% | $155,789-83.8% | $125,389-79.9% |
| Participation rate | 22.2% | 82.1%-59.9pp | 76.1%-53.9pp | 83.2%-61.0pp |
| Annual return | -7.51% | 86.73%-94.2pp | 71.54%-79.0pp | 282.24%-289.8pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $922 | $5,631-83.6% | $4,798-80.8% | $5,352-82.8% |
| Admin fee / account holder | $7,906 | $9,544-17.2% | $7,477+5.7% | $9,541-17.1% |