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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 | $26,813 | $167,504-84.0% | $151,628-82.3% | $134,509-80.1% |
| Participation rate | 44.4% | 88.4%-43.9pp | 87.5%-43.0pp | 81.2%-36.8pp |
| Annual return | -28.20% | 7.81%-36.0pp | 3.34%-31.5pp | 418.13%-446.3pp |
| Employer contribution / active EE | $780 | $6,828-88.6% | $6,165-87.3% | $4,741-83.5% |
| Participant deferral / active EE | $4,481 | $8,985-50.1% | $8,363-46.4% | $6,400-30.0% |
| Admin fee / account holder | $1,552 | $13,779-88.7% | $11,613-86.6% | $11,427-86.4% |