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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 | $50,175 | $121,656-58.8% | $104,614-52.0% | $158,950-68.4% |
| Participation rate | 21.4% | 77.5%-56.1pp | 74.1%-52.6pp | 82.0%-60.5pp |
| Annual return | -1.53% | 465.51%-467.0pp | 340.56%-342.1pp | 302.91%-304.4pp |
| Employer contribution / active EE | $0 | $3,164-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,030 | $4,177-27.5% | $3,739-19.0% | $5,983-49.4% |
| Admin fee / account holder | $11,624 | $7,775+49.5% | $6,464+79.8% | $11,248+3.3% |