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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 | $22,069 | $155,555-85.8% | $146,866-85.0% | $155,188-85.8% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.5%-25.4pp | 80.8%-23.7pp |
| Annual return | -64.75% | 115.41%-180.2pp | 102.85%-167.6pp | 148.84%-213.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,764 | $8,044+33.8% | $7,759+38.7% | $6,531+64.8% |
| Admin fee / account holder | $7,818 | $14,755-47.0% | $13,620-42.6% | $14,480-46.0% |