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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 | $36,949 | $73,848-50.0% | $143,799-74.3% | $68,486-46.0% |
| Participation rate | 52.8% | 66.7%-13.9pp | 80.3%-27.5pp | 67.9%-15.1pp |
| Annual return | -23.28% | 0.91%-24.2pp | -0.04%-23.2pp | -7.85%-15.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,437 | $3,385+90.2% | $5,638+14.2% | $4,028+59.8% |
| Admin fee / account holder | $616 | $5,755-89.3% | $14,677-95.8% | $5,404-88.6% |