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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 | $14,755 | $97,020-84.8% | $83,327-82.3% | $135,380-89.1% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -13.31% | 12.31%-25.6pp | 10.64%-24.0pp | 519.81%-533.1pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,645 | $5,964-22.1% | $5,565-16.5% | $5,609-17.2% |
| Admin fee / account holder | $1,318 | $8,426-84.4% | $7,540-82.5% | $10,828-87.8% |