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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 | $31,210 | $167,362-81.4% | $143,799-78.3% | $134,532-76.8% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -20.08% | 0.47%-20.6pp | -0.04%-20.0pp | 418.27%-438.3pp |
| Employer contribution / active EE | $111 | $5,620-98.0% | $4,952-97.8% | $4,741-97.7% |
| Participant deferral / active EE | $4,667 | $6,447-27.6% | $5,638-17.2% | $6,401-27.1% |
| Admin fee / account holder | $305 | $18,094-98.3% | $14,677-97.9% | $11,429-97.3% |