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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 | $39,876 | $209,336-81.0% | $197,124-79.8% | $137,256-70.9% |
| Participation rate | 37.5% | 87.3%-49.8pp | 86.7%-49.2pp | 80.0%-42.5pp |
| Annual return | -10.07% | 48.09%-58.2pp | 44.34%-54.4pp | 220.34%-230.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,557 | $9,614-52.6% | $9,135-50.1% | $6,407-28.9% |
| Admin fee / account holder | $8,826 | $17,308-49.0% | $16,298-45.8% | $12,270-28.1% |