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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 | $45,949 | $167,522-72.6% | $151,639-69.7% | $134,532-65.8% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -26.12% | 7.81%-33.9pp | 3.34%-29.5pp | 418.27%-444.4pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,533 | $8,986-60.7% | $8,363-57.8% | $6,401-44.8% |
| Admin fee / account holder | $2,408 | $13,780-82.5% | $11,613-79.3% | $11,429-78.9% |