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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 | $29,594 | $190,879-84.5% | $160,009-81.5% | $134,532-78.0% |
| Participation rate | 27.8% | 82.0%-54.2pp | 78.0%-50.2pp | 81.2%-53.5pp |
| Annual return | -21.66% | 552.63%-574.3pp | 408.85%-430.5pp | 418.27%-439.9pp |
| Employer contribution / active EE | $547 | $4,995-89.0% | $4,225-87.1% | $4,741-88.5% |
| Participant deferral / active EE | $1,935 | $6,924-72.1% | $6,183-68.7% | $6,401-69.8% |
| Admin fee / account holder | $3,821 | $10,495-63.6% | $8,715-56.2% | $11,429-66.6% |