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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 | $30,510 | $95,188-67.9% | $76,518-60.1% | $135,380-77.5% |
| Participation rate | 40.0% | 74.4%-34.4pp | 68.0%-28.0pp | 82.6%-42.6pp |
| Annual return | -11.54% | 4.85%-16.4pp | -0.27%-11.3pp | 519.81%-531.3pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,040 | $4,640-56.0% | $3,836-46.8% | $5,609-63.6% |
| Admin fee / account holder | $527 | $6,249-91.6% | $4,849-89.1% | $10,828-95.1% |