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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 | $40,740 | $167,362-75.7% | $143,799-71.7% | $134,532-69.7% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -21.66% | 0.47%-22.1pp | -0.04%-21.6pp | 418.27%-439.9pp |
| Employer contribution / active EE | $1,136 | $5,620-79.8% | $4,952-77.1% | $4,741-76.0% |
| Participant deferral / active EE | $2,642 | $6,447-59.0% | $5,638-53.2% | $6,401-58.7% |
| Admin fee / account holder | $587 | $18,094-96.8% | $14,677-96.0% | $11,429-94.9% |