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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 | $57,590 | $211,946-72.8% | $169,452-66.0% | $135,380-57.5% |
| Participation rate | 25.0% | 82.6%-57.6pp | 77.8%-52.8pp | 82.6%-57.6pp |
| Annual return | -12.12% | 3.26%-15.4pp | 1.83%-14.0pp | 519.81%-531.9pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,987 | $6,075-50.8% | $5,277-43.4% | $5,609-46.7% |
| Admin fee / account holder | $3,195 | $11,472-72.2% | $9,110-64.9% | $10,828-70.5% |