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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 | $34,434 | $127,386-73.0% | $115,037-70.1% | $125,388-72.5% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | -10.61% | 31.28%-41.9pp | 26.14%-36.7pp | 282.24%-292.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,362 | $6,423-32.1% | $6,026-27.6% | $5,352-18.5% |
| Admin fee / account holder | $2,364 | $9,516-75.2% | $8,175-71.1% | $9,541-75.2% |