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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 | $46,515 | $68,996-32.6% | $159,991-70.9% | $68,495-32.1% |
| Participation rate | 31.8% | 65.4%-33.6pp | 78.0%-46.2pp | 67.9%-36.1pp |
| Annual return | -21.68% | -9.65%-12.0pp | 408.82%-430.5pp | -7.84%-13.8pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,246 | $4,211-22.9% | $6,183-47.5% | $4,028-19.4% |
| Admin fee / account holder | $1,189 | $4,797-75.2% | $8,715-86.4% | $5,403-78.0% |