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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 | $24,601 | $167,352-85.3% | $143,788-82.9% | $134,509-81.7% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -21.32% | 0.47%-21.8pp | -0.03%-21.3pp | 418.13%-439.5pp |
| Employer contribution / active EE | $53 | $5,620-99.1% | $4,952-98.9% | $4,741-98.9% |
| Participant deferral / active EE | $4,552 | $6,447-29.4% | $5,638-19.3% | $6,400-28.9% |
| Admin fee / account holder | $1,158 | $18,091-93.6% | $14,675-92.1% | $11,427-89.9% |