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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 | $22,981 | $104,937-78.1% | $84,628-72.8% | $152,897-85.0% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | -6.72% | 373.88%-380.6pp | 258.80%-265.5pp | 345.43%-352.2pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,598 | $4,690+40.7% | $3,900+69.2% | $5,851+12.8% |
| Admin fee / account holder | $6,006 | $6,243-3.8% | $4,914+22.2% | $11,599-48.2% |