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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 | $60,935 | $90,486-32.7% | $78,676-22.5% | $273,972-77.8% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | -4.43% | 75.62%-80.1pp | 62.19%-66.6pp | 41.46%-45.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,322 | $3,901-40.5% | $3,517-34.0% | $5,287-56.1% |
| Admin fee / account holder | $10,290 | $5,263+95.5% | $4,510+128.2% | $10,133+1.6% |