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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 | $48,250 | $110,307-56.3% | $96,576-50.0% | $139,456-65.4% |
| Participation rate | 52.4% | 78.1%-25.7pp | 76.0%-23.6pp | 80.3%-27.9pp |
| Annual return | -7.17% | 26.40%-33.6pp | 25.87%-33.0pp | 373.45%-380.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,019 | $5,547-45.6% | $4,851-37.8% | $6,711-55.0% |
| Admin fee / account holder | $7,871 | $11,597-32.1% | $8,253-4.6% | $11,407-31.0% |