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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 | $22,230 | $138,076-83.9% | $123,553-82.0% | $135,380-83.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -15.51% | 153.70%-169.2pp | 119.21%-134.7pp | 519.81%-535.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,518 | $6,800-33.6% | $6,426-29.7% | $5,609-19.5% |
| Admin fee / account holder | $2,986 | $10,917-72.6% | $9,284-67.8% | $10,828-72.4% |