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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 | $34,817 | $110,337-68.4% | $102,383-66.0% | $145,877-76.1% |
| Participation rate | 35.3% | 77.9%-42.6pp | 74.5%-39.2pp | 80.3%-45.0pp |
| Annual return | -29.13% | 24.83%-54.0pp | 24.94%-54.1pp | 551.28%-580.4pp |
| Employer contribution / active EE | $578 | $4,216-86.3% | $3,870-85.1% | $4,663-87.6% |
| Participant deferral / active EE | $3,709 | $5,621-34.0% | $5,060-26.7% | $6,691-44.6% |
| Admin fee / account holder | $410 | $9,750-95.8% | $8,391-95.1% | $13,402-96.9% |