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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 | $64,986 | $81,262-20.0% | $155,602-58.2% | $80,911-19.7% |
| Participation rate | 10.0% | 66.2%-56.2pp | 78.2%-68.2pp | 67.6%-57.6pp |
| Annual return | -4.84% | 33.34%-38.2pp | 64.81%-69.6pp | 35.63%-40.5pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,007 | $3,451-70.8% | $5,629-82.1% | $4,297-76.6% |
| Admin fee / account holder | $9,159 | $7,992+14.6% | $15,923-42.5% | $6,935+32.1% |