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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 | $35,518 | $183,592-80.7% | $155,567-77.2% | $145,959-75.7% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-50.9pp | 80.3%-53.0pp |
| Annual return | -2.25% | 61.24%-63.5pp | 64.74%-67.0pp | 561.95%-564.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,075 | $6,464-37.0% | $5,628-27.6% | $6,689-39.1% |
| Admin fee / account holder | $20,083 | $19,318+4.0% | $15,916+26.2% | $13,398+49.9% |