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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 | $39,902 | $167,353-76.2% | $143,797-72.3% | $134,545-70.3% |
| Participation rate | 12.5% | 84.8%-72.3pp | 80.3%-67.8pp | 81.2%-68.7pp |
| Annual return | -29.39% | 0.48%-29.9pp | -0.04%-29.4pp | 418.37%-447.8pp |
| Employer contribution / active EE | $355 | $5,620-93.7% | $4,952-92.8% | $4,742-92.5% |
| Participant deferral / active EE | $2,563 | $6,447-60.3% | $5,638-54.6% | $6,401-60.0% |
| Admin fee / account holder | $1,375 | $18,096-92.4% | $14,679-90.6% | $11,431-88.0% |