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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 | $49,924 | $112,131-55.5% | $95,964-48.0% | $158,982-68.6% |
| Participation rate | 41.7% | 79.0%-37.3pp | 77.1%-35.4pp | 82.0%-40.3pp |
| Annual return | -4.88% | 171.19%-176.1pp | 91.64%-96.5pp | 302.99%-307.9pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,819 | $4,784-41.1% | $4,167-32.4% | $5,983-52.9% |
| Admin fee / account holder | $3,015 | $10,136-70.3% | $6,797-55.6% | $11,252-73.2% |