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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 | $60,197 | $155,555-61.3% | $146,866-59.0% | $155,188-61.2% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | -2.75% | 115.41%-118.2pp | 102.85%-105.6pp | 148.84%-151.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,833 | $8,044-2.6% | $7,759+1.0% | $6,531+19.9% |
| Admin fee / account holder | $9,120 | $14,755-38.2% | $13,620-33.0% | $14,480-37.0% |