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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 | $18,914 | $96,558-80.4% | $80,977-76.6% | $273,972-93.1% |
| Participation rate | 33.3% | 79.1%-45.7pp | 75.8%-42.5pp | 83.0%-49.7pp |
| Annual return | -27.19% | 15.14%-42.3pp | 17.11%-44.3pp | 41.46%-68.6pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,608 | $6,598-30.2% | $5,696-19.1% | $5,287-12.8% |
| Admin fee / account holder | $4,919 | $7,493-34.4% | $5,517-10.8% | $10,133-51.5% |