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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 | $28,527 | $167,362-83.0% | $143,799-80.2% | $134,532-78.8% |
| Participation rate | 30.0% | 84.8%-54.8pp | 80.3%-50.3pp | 81.2%-51.2pp |
| Annual return | -24.39% | 0.47%-24.9pp | -0.04%-24.3pp | 418.27%-442.7pp |
| Employer contribution / active EE | $751 | $5,620-86.6% | $4,952-84.8% | $4,741-84.2% |
| Participant deferral / active EE | $4,616 | $6,447-28.4% | $5,638-18.1% | $6,401-27.9% |
| Admin fee / account holder | $337 | $18,094-98.1% | $14,677-97.7% | $11,429-97.0% |