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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 | $22,130 | $93,098-76.2% | $77,081-71.3% | $134,509-83.5% |
| Participation rate | 47.4% | 74.5%-27.1pp | 67.9%-20.5pp | 81.2%-33.9pp |
| Annual return | -23.66% | 62.63%-86.3pp | 42.33%-66.0pp | 418.13%-441.8pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,401 | $5,239-73.3% | $4,428-68.4% | $6,400-78.1% |
| Admin fee / account holder | $304 | $6,945-95.6% | $5,427-94.4% | $11,427-97.3% |