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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 | $38,079 | $100,805-62.2% | $86,698-56.1% | $134,532-71.7% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -28.27% | 29.09%-57.4pp | 35.95%-64.2pp | 418.27%-446.5pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,741 | $5,339-67.4% | $4,656-62.6% | $6,401-72.8% |
| Admin fee / account holder | $1,557 | $10,925-85.7% | $7,493-79.2% | $11,429-86.4% |