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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 | $63,185 | $73,397-13.9% | $178,014-64.5% | $74,546-15.2% |
| Participation rate | 41.3% | 66.6%-25.3pp | 77.1%-35.8pp | 67.2%-26.0pp |
| Annual return | -15.18% | 17.49%-32.7pp | 294.80%-310.0pp | 1366.03%-1381.2pp |
| Employer contribution / active EE | $285 | $2,217-87.2% | $3,950-92.8% | $2,624-89.1% |
| Participant deferral / active EE | $2,825 | $4,512-37.4% | $6,276-55.0% | $4,347-35.0% |
| Admin fee / account holder | $7,769 | $1,809+329.4% | $10,362-25.0% | $1,944+299.8% |