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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 | $67,750 | $142,409-52.4% | $119,634-43.4% | $134,545-49.6% |
| Participation rate | 64.3% | 82.8%-18.5pp | 79.3%-15.0pp | 81.2%-16.9pp |
| Annual return | -20.05% | -12.46%-7.6pp | -14.98%-5.1pp | 418.37%-438.4pp |
| Employer contribution / active EE | $57 | $5,224-98.9% | $4,232-98.7% | $4,742-98.8% |
| Participant deferral / active EE | $4,196 | $6,468-35.1% | $5,601-25.1% | $6,401-34.4% |
| Admin fee / account holder | $6,612 | $13,594-51.4% | $10,329-36.0% | $11,431-42.2% |