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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 | $147,479 | $112,892+30.6% | $90,956+62.1% | $158,931-7.2% |
| Participation rate | 25.0% | 74.7%-49.7pp | 69.0%-44.0pp | 82.0%-57.0pp |
| Annual return | -1.32% | 215.80%-217.1pp | 134.60%-135.9pp | 302.86%-304.2pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,308 | $4,127-68.3% | $3,373-61.2% | $5,982-78.1% |
| Admin fee / account holder | $41,849 | $8,042+420.4% | $5,959+602.3% | $11,247+272.1% |