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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 | $22,545 | $117,895-80.9% | $102,460-78.0% | $145,897-84.5% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | -13.29% | 31.92%-45.2pp | 29.47%-42.8pp | 552.29%-565.6pp |
| Employer contribution / active EE | $390 | $3,619-89.2% | $3,025-87.1% | $4,663-91.6% |
| Participant deferral / active EE | $9,956 | $5,736+73.6% | $5,056+96.9% | $6,689+48.8% |
| Admin fee / account holder | $11,077 | $13,353-17.0% | $9,460+17.1% | $13,390-17.3% |