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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 | $79,560 | $84,487-5.8% | $125,358-36.5% | $66,923+18.9% |
| Participation rate | 69.6% | 76.4%-6.8pp | 82.4%-12.8pp | 69.8%-0.2pp |
| Annual return | -19.45% | -8.39%-11.1pp | 572.03%-591.5pp | 1.58%-21.0pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,300 | $6,781+7.7% | $7,447-2.0% | $4,237+72.3% |
| Admin fee / account holder | $9,185 | $685+1240.8% | $10,007-8.2% | $593+1448.0% |