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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 | $34,711 | $81,276-57.3% | $155,574-77.7% | $80,925-57.1% |
| Participation rate | 64.5% | 66.2%-1.7pp | 78.2%-13.7pp | 67.7%-3.1pp |
| Annual return | -42.16% | 33.36%-75.5pp | 64.87%-107.0pp | 35.65%-77.8pp |
| Employer contribution / active EE | -$2,281 | $3,103-173.5% | $4,676-148.8% | $2,756-182.7% |
| Participant deferral / active EE | $2,092 | $3,453-39.4% | $5,629-62.8% | $4,299-51.3% |
| Admin fee / account holder | $1,359 | $7,993-83.0% | $15,914-91.5% | $6,940-80.4% |