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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 | $28,185 | $165,399-83.0% | $149,745-81.2% | $158,982-82.3% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | -3.31% | 348.34%-351.6pp | 276.72%-280.0pp | 302.99%-306.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,150 | $7,183-14.4% | $6,843-10.1% | $5,983+2.8% |
| Admin fee / account holder | $8,769 | $10,811-18.9% | $9,312-5.8% | $11,252-22.1% |