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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 | $11,460 | $100,147-88.6% | $81,286-85.9% | $145,877-92.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | -10.25% | 34.44%-44.7pp | 24.80%-35.0pp | 551.28%-561.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,960 | $4,607+29.3% | $3,883+53.5% | $6,691-10.9% |
| Admin fee / account holder | $40,201 | $8,201+390.2% | $5,764+597.5% | $13,402+200.0% |