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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 | $22,339 | $167,353-86.7% | $143,797-84.5% | $134,545-83.4% |
| Participation rate | 46.7% | 84.8%-38.2pp | 80.3%-33.7pp | 81.2%-34.6pp |
| Annual return | -21.65% | 0.48%-22.1pp | -0.04%-21.6pp | 418.37%-440.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,531 | $6,447-29.7% | $5,638-19.6% | $6,401-29.2% |
| Admin fee / account holder | $663 | $18,096-96.3% | $14,679-95.5% | $11,431-94.2% |