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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 | $25,957 | $127,386-79.6% | $115,037-77.4% | $125,388-79.3% |
| Participation rate | 53.8% | 84.2%-30.3pp | 81.4%-27.5pp | 83.2%-29.3pp |
| Annual return | -31.57% | 31.28%-62.9pp | 26.14%-57.7pp | 282.24%-313.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,623 | $6,423-28.0% | $6,026-23.3% | $5,352-13.6% |
| Admin fee / account holder | $11,887 | $9,516+24.9% | $8,175+45.4% | $9,541+24.6% |