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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 | $37,614 | $56,199-33.1% | $67,652-44.4% | $59,632-36.9% |
| Participation rate | 26.9% | 71.5%-44.5pp | 75.7%-48.7pp | 68.7%-41.7pp |
| Annual return | -6.14% | 18505.31%-18511.4pp | 6625.04%-6631.2pp | 2041.32%-2047.5pp |
| Employer contribution / active EE | $108 | $1,614-93.3% | $2,266-95.2% | $2,203-95.1% |
| Participant deferral / active EE | $1,492 | $2,844-47.5% | $3,560-58.1% | $3,192-53.2% |
| Admin fee / account holder | $551 | $3,958-86.1% | $4,821-88.6% | $4,297-87.2% |