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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 | $32,607 | $142,392-77.1% | $119,622-72.7% | $134,532-75.8% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -29.96% | -12.46%-17.5pp | -14.98%-15.0pp | 418.27%-448.2pp |
| Employer contribution / active EE | $577 | $5,224-89.0% | $4,232-86.4% | $4,741-87.8% |
| Participant deferral / active EE | $2,512 | $6,467-61.2% | $5,601-55.1% | $6,401-60.8% |
| Admin fee / account holder | $4,027 | $13,593-70.4% | $10,328-61.0% | $11,429-64.8% |