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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 | $34,943 | $142,392-75.5% | $119,622-70.8% | $134,532-74.0% |
| Participation rate | 53.3% | 82.8%-29.5pp | 79.3%-25.9pp | 81.2%-27.9pp |
| Annual return | -21.04% | -12.46%-8.6pp | -14.98%-6.1pp | 418.27%-439.3pp |
| Employer contribution / active EE | $804 | $5,224-84.6% | $4,232-81.0% | $4,741-83.0% |
| Participant deferral / active EE | $9,151 | $6,467+41.5% | $5,601+63.4% | $6,401+43.0% |
| Admin fee / account holder | $302 | $13,593-97.8% | $10,328-97.1% | $11,429-97.4% |