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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 | $21,855 | $43,338-49.6% | $59,887-63.5% | $64,173-65.9% |
| Participation rate | 46.3% | 69.2%-22.9pp | 74.7%-28.4pp | 69.6%-23.3pp |
| Annual return | -8.87% | -1.55%-7.3pp | 3.46%-12.3pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,333 | $2,547-8.4% | $3,402-31.4% | $3,470-32.8% |
| Admin fee / account holder | $2,765 | $3,007-8.1% | $3,591-23.0% | $4,887-43.4% |