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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 | $24,793 | $75,959-67.4% | $154,114-83.9% | $64,181-61.4% |
| Participation rate | 34.6% | 70.4%-35.8pp | 83.0%-48.4pp | 69.6%-35.0pp |
| Annual return | -10.16% | 30.32%-40.5pp | 735.16%-745.3pp | 7.63%-17.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,249 | $3,175-29.2% | $5,081-55.7% | $3,470-35.2% |
| Admin fee / account holder | $1,049 | $5,589-81.2% | $13,411-92.2% | $4,887-78.5% |