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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 | $22,805 | $59,819-61.9% | $79,583-71.3% | $68,490-66.7% |
| Participation rate | 53.8% | 61.1%-7.3pp | 69.5%-15.7pp | 67.9%-14.1pp |
| Annual return | -19.53% | -12.30%-7.2pp | 0.16%-19.7pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,007 | $3,025-0.6% | $3,986-24.5% | $4,028-25.3% |
| Admin fee / account holder | $750 | $4,835-84.5% | $6,835-89.0% | $5,403-86.1% |