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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 | $17,831 | $183,539-90.3% | $155,556-88.5% | $145,897-87.8% |
| Participation rate | 43.8% | 82.7%-39.0pp | 78.2%-34.5pp | 80.3%-36.6pp |
| Annual return | -20.62% | 61.31%-81.9pp | 64.84%-85.5pp | 552.29%-572.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,560 | $6,467-14.0% | $5,631-1.3% | $6,689-16.9% |
| Admin fee / account holder | $6,295 | $19,275-67.3% | $15,885-60.4% | $13,390-53.0% |