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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 | $56,920 | $228,395-75.1% | $185,861-69.4% | $158,982-64.2% |
| Participation rate | 17.6% | 82.3%-64.7pp | 78.0%-60.4pp | 82.0%-64.3pp |
| Annual return | -4.04% | 40.82%-44.9pp | 35.96%-40.0pp | 302.99%-307.0pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,059 | $6,417-67.9% | $5,634-63.5% | $5,983-65.6% |
| Admin fee / account holder | $2,919 | $11,869-75.4% | $9,503-69.3% | $11,252-74.1% |