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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 | $57,823 | $73,848-21.7% | $143,799-59.8% | $68,486-15.6% |
| Participation rate | 13.2% | 66.7%-53.5pp | 80.3%-67.1pp | 67.9%-54.7pp |
| Annual return | -20.06% | 0.91%-21.0pp | -0.04%-20.0pp | -7.85%-12.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,008 | $3,385-70.2% | $5,638-82.1% | $4,028-75.0% |
| Admin fee / account holder | $711 | $5,755-87.6% | $14,677-95.2% | $5,404-86.8% |