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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 | $44,532 | $167,352-73.4% | $143,788-69.0% | $134,509-66.9% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -21.32% | 0.47%-21.8pp | -0.03%-21.3pp | 418.13%-439.5pp |
| Employer contribution / active EE | $447 | $5,620-92.0% | $4,952-91.0% | $4,741-90.6% |
| Participant deferral / active EE | $5,171 | $6,447-19.8% | $5,638-8.3% | $6,400-19.2% |
| Admin fee / account holder | $2,027 | $18,091-88.8% | $14,675-86.2% | $11,427-82.3% |