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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 | $18,718 | $107,809-82.6% | $90,657-79.4% | $135,380-86.2% |
| Participation rate | 68.4% | 78.0%-9.6pp | 74.0%-5.6pp | 82.6%-14.2pp |
| Annual return | -17.84% | -0.90%-16.9pp | 1.89%-19.7pp | 519.81%-537.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,055 | $3,872-21.1% | $3,424-10.8% | $5,609-45.5% |
| Admin fee / account holder | $3,579 | $5,931-39.7% | $4,994-28.3% | $10,828-66.9% |