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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 | $18,966 | $121,656-84.4% | $104,614-81.9% | $158,950-88.1% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | -12.76% | 465.51%-478.3pp | 340.56%-353.3pp | 302.91%-315.7pp |
| Employer contribution / active EE | $0 | $3,164-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,878 | $4,177-55.0% | $3,739-49.8% | $5,983-68.6% |
| Admin fee / account holder | $4,641 | $7,775-40.3% | $6,464-28.2% | $11,248-58.7% |