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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 | $18,670 | $100,792-81.5% | $86,691-78.5% | $134,509-86.1% |
| Participation rate | 36.8% | 78.9%-42.1pp | 76.6%-39.7pp | 81.2%-44.4pp |
| Annual return | -44.87% | 29.08%-74.0pp | 35.94%-80.8pp | 418.13%-463.0pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,579 | $5,339-33.0% | $4,656-23.1% | $6,400-44.1% |
| Admin fee / account holder | $3,858 | $10,924-64.7% | $7,492-48.5% | $11,427-66.2% |