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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 | $60,276 | $167,353-64.0% | $143,797-58.1% | $134,545-55.2% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -23.08% | 0.48%-23.6pp | -0.04%-23.0pp | 418.37%-441.4pp |
| Employer contribution / active EE | $933 | $5,620-83.4% | $4,952-81.2% | $4,742-80.3% |
| Participant deferral / active EE | $6,833 | $6,447+6.0% | $5,638+21.2% | $6,401+6.7% |
| Admin fee / account holder | $470 | $18,096-97.4% | $14,679-96.8% | $11,431-95.9% |