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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 | $22,692 | $138,076-83.6% | $123,553-81.6% | $135,380-83.2% |
| Participation rate | 38.5% | 84.7%-46.3pp | 82.3%-43.8pp | 82.6%-44.2pp |
| Annual return | -18.08% | 153.70%-171.8pp | 119.21%-137.3pp | 519.81%-537.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,919 | $6,800+1.8% | $6,426+7.7% | $5,609+23.3% |
| Admin fee / account holder | $2,575 | $10,917-76.4% | $9,284-72.3% | $10,828-76.2% |