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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 | $110,410-68.5% | $102,437-66.0% | $145,897-76.1% |
| Participation rate | 35.3% | 77.9%-42.6pp | 74.5%-39.2pp | 80.3%-45.0pp |
| Annual return | -29.13% | 24.85%-54.0pp | 24.95%-54.1pp | 552.29%-581.4pp |
| Employer contribution / active EE | $578 | $4,217-86.3% | $3,871-85.1% | $4,663-87.6% |
| Participant deferral / active EE | $3,709 | $5,622-34.0% | $5,060-26.7% | $6,689-44.6% |
| Admin fee / account holder | $410 | $9,745-95.8% | $8,388-95.1% | $13,390-96.9% |