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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 | $95,100 | $95,979-0.9% | $74,551+27.6% | $135,380-29.8% |
| Participation rate | 37.5% | 75.7%-38.2pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | -9.40% | 56.97%-66.4pp | 32.53%-41.9pp | 519.81%-529.2pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,330 | $3,844-65.4% | $3,108-57.2% | $5,609-76.3% |
| Admin fee / account holder | $4,649 | $6,522-28.7% | $5,059-8.1% | $10,828-57.1% |