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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 | $26,823 | $127,387-78.9% | $115,038-76.7% | $125,389-78.6% |
| Participation rate | 18.2% | 84.2%-66.0pp | 81.4%-63.2pp | 83.2%-65.0pp |
| Annual return | -40.10% | 31.28%-71.4pp | 26.14%-66.2pp | 282.24%-322.3pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,302 | $6,423-64.2% | $6,026-61.8% | $5,352-57.0% |
| Admin fee / account holder | $9,523 | $9,516+0.1% | $8,175+16.5% | $9,541-0.2% |