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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 | $44,767 | $92,219-51.5% | $76,767-41.7% | $135,380-66.9% |
| Participation rate | 42.1% | 79.8%-37.7pp | 77.0%-34.9pp | 82.6%-40.5pp |
| Annual return | -11.47% | 5.46%-16.9pp | 2.43%-13.9pp | 519.81%-531.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,441 | $4,508-45.8% | $3,852-36.6% | $5,609-56.5% |
| Admin fee / account holder | $712 | $10,749-93.4% | $6,675-89.3% | $10,828-93.4% |