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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 | $19,487 | $190,879-89.8% | $160,009-87.8% | $134,532-85.5% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.0%-49.4pp | 81.2%-52.7pp |
| Annual return | -21.12% | 552.63%-573.7pp | 408.85%-430.0pp | 418.27%-439.4pp |
| Employer contribution / active EE | $553 | $4,995-88.9% | $4,225-86.9% | $4,741-88.3% |
| Participant deferral / active EE | $1,475 | $6,924-78.7% | $6,183-76.2% | $6,401-77.0% |
| Admin fee / account holder | $7,388 | $10,495-29.6% | $8,715-15.2% | $11,429-35.4% |