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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 | $227,291-82.5% | $214,702-81.4% | $155,188-74.3% |
| Participation rate | 37.5% | 88.0%-50.5pp | 87.5%-50.0pp | 80.8%-43.3pp |
| Annual return | -10.07% | 60.08%-70.1pp | 54.55%-64.6pp | 148.84%-158.9pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,557 | $9,582-52.4% | $9,147-50.2% | $6,531-30.2% |
| Admin fee / account holder | $8,826 | $20,413-56.8% | $19,830-55.5% | $14,480-39.0% |