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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 | $33,059 | $168,636-80.4% | $147,617-77.6% | $125,393-73.6% |
| Participation rate | 46.7% | 88.8%-42.1pp | 84.6%-38.0pp | 83.2%-36.5pp |
| Annual return | -13.21% | 77.65%-90.9pp | 61.98%-75.2pp | 282.23%-295.4pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,365 | $5,507-20.7% | $4,895-10.8% | $5,351-18.4% |
| Admin fee / account holder | $841 | $13,580-93.8% | $11,611-92.8% | $9,541-91.2% |