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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 | $45,689 | $227,291-79.9% | $214,702-78.7% | $155,188-70.6% |
| Participation rate | 25.0% | 88.0%-63.0pp | 87.5%-62.5pp | 80.8%-55.8pp |
| Annual return | -9.22% | 60.08%-69.3pp | 54.55%-63.8pp | 148.84%-158.1pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,842 | $9,582+2.7% | $9,147+7.6% | $6,531+50.7% |
| Admin fee / account holder | $11,335 | $20,413-44.5% | $19,830-42.8% | $14,480-21.7% |