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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 | $26,921 | $90,504-70.3% | $78,690-65.8% | $273,965-90.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | -2.45% | 75.61%-78.1pp | 62.18%-64.6pp | 41.45%-43.9pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,227 | $3,901+8.4% | $3,517+20.2% | $5,287-20.0% |
| Admin fee / account holder | $2,515 | $5,263-52.2% | $4,511-44.3% | $10,132-75.2% |