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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 | $40,738 | $174,379-76.6% | $152,093-73.2% | $138,895-70.7% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | -9.37% | 74.86%-84.2pp | 66.36%-75.7pp | 145.39%-154.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,095 | $6,159-33.5% | $5,451-24.9% | $6,396-36.0% |
| Admin fee / account holder | $7,358 | $16,880-56.4% | $14,497-49.2% | $12,562-41.4% |