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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 | $24,149 | $167,533-85.6% | $151,645-84.1% | $134,545-82.1% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -21.40% | 7.81%-29.2pp | 3.34%-24.7pp | 418.37%-439.8pp |
| Employer contribution / active EE | $1,060 | $6,828-84.5% | $6,165-82.8% | $4,742-77.7% |
| Participant deferral / active EE | $4,247 | $8,985-52.7% | $8,363-49.2% | $6,401-33.7% |
| Admin fee / account holder | $1,623 | $13,781-88.2% | $11,614-86.0% | $11,431-85.8% |