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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 | $20,544 | $100,805-79.6% | $86,698-76.3% | $134,532-84.7% |
| Participation rate | 35.7% | 79.0%-43.2pp | 76.6%-40.9pp | 81.2%-45.5pp |
| Annual return | -24.08% | 29.09%-53.2pp | 35.95%-60.0pp | 418.27%-442.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,273 | $5,339-1.2% | $4,656+13.3% | $6,401-17.6% |
| Admin fee / account holder | $6,538 | $10,925-40.2% | $7,493-12.7% | $11,429-42.8% |