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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 | $58,722 | $62,586-6.2% | $76,766-23.5% | $64,181-8.5% |
| Participation rate | 55.6% | 72.8%-17.3pp | 77.0%-21.4pp | 69.6%-14.0pp |
| Annual return | -8.30% | -1.95%-6.4pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,903 | $3,145-7.7% | $3,851-24.6% | $3,470-16.3% |
| Admin fee / account holder | $809 | $4,667-82.7% | $6,675-87.9% | $4,887-83.5% |