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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 | $28,144 | $211,224-86.7% | $178,505-84.2% | $145,897-80.7% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | -2.05% | 30.28%-32.3pp | 27.16%-29.2pp | 552.29%-554.3pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,901 | $6,966-29.6% | $6,280-22.0% | $6,689-26.7% |
| Admin fee / account holder | $3,374 | $12,109-72.1% | $10,428-67.6% | $13,390-74.8% |