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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 | $19,005 | $54,370-65.0% | $82,763-77.0% | $68,490-72.3% |
| Participation rate | 26.5% | 63.9%-37.4pp | 72.6%-46.0pp | 67.9%-41.4pp |
| Annual return | -20.78% | -13.67%-7.1pp | 702.45%-723.2pp | -7.85%-12.9pp |
| Employer contribution / active EE | $160 | $2,219-92.8% | $3,008-94.7% | $2,597-93.8% |
| Participant deferral / active EE | $1,044 | $3,247-67.9% | $4,395-76.2% | $4,028-74.1% |
| Admin fee / account holder | $4,460 | $4,398+1.4% | $5,325-16.3% | $5,403-17.5% |