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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 | $41,053 | $190,879-78.5% | $160,009-74.3% | $134,532-69.5% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.0%-32.5pp | 81.2%-35.8pp |
| Annual return | -23.25% | 552.63%-575.9pp | 408.85%-432.1pp | 418.27%-441.5pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,476 | $6,924-49.8% | $6,183-43.8% | $6,401-45.7% |
| Admin fee / account holder | $2,032 | $10,495-80.6% | $8,715-76.7% | $11,429-82.2% |