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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 | $108,249 | $59,819+81.0% | $79,583+36.0% | $68,490+58.1% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.5%-36.2pp | 67.9%-34.6pp |
| Annual return | -19.48% | -12.30%-7.2pp | 0.16%-19.6pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,764 | $3,025-8.6% | $3,986-30.6% | $4,028-31.4% |
| Admin fee / account holder | $29,505 | $4,835+510.2% | $6,835+331.7% | $5,403+446.1% |