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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 | $43,493 | $77,638-44.0% | $156,551-72.2% | $62,881-30.8% |
| Participation rate | 48.1% | 71.2%-23.1pp | 84.0%-35.9pp | 69.3%-21.2pp |
| Annual return | -1.82% | 50.33%-52.1pp | 32.23%-34.0pp | 20.14%-22.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,862 | $3,046-38.9% | $4,871-61.8% | $3,203-41.9% |
| Admin fee / account holder | $1,666 | $5,561-70.0% | $13,028-87.2% | $4,296-61.2% |