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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 | $52,079 | $138,076-62.3% | $123,553-57.8% | $135,380-61.5% |
| Participation rate | 35.7% | 84.7%-49.0pp | 82.3%-46.6pp | 82.6%-46.9pp |
| Annual return | -13.20% | 153.70%-166.9pp | 119.21%-132.4pp | 519.81%-533.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,452 | $6,800-49.2% | $6,426-46.3% | $5,609-38.5% |
| Admin fee / account holder | $4,830 | $10,917-55.8% | $9,284-48.0% | $10,828-55.4% |