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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 | $35,949 | $109,967-67.3% | $97,197-63.0% | $145,877-75.4% |
| Participation rate | 27.3% | 76.0%-48.7pp | 72.7%-45.4pp | 80.3%-53.0pp |
| Annual return | -9.64% | 244.27%-253.9pp | 75.47%-85.1pp | 551.28%-560.9pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,555 | $4,676-2.6% | $4,263+6.8% | $6,691-31.9% |
| Admin fee / account holder | $6,475 | $6,199+4.4% | $5,637+14.9% | $13,402-51.7% |