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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 | $84,355 | $138,076-38.9% | $123,553-31.7% | $135,380-37.7% |
| Participation rate | 38.5% | 84.7%-46.3pp | 82.3%-43.8pp | 82.6%-44.2pp |
| Annual return | -10.08% | 153.70%-163.8pp | 119.21%-129.3pp | 519.81%-529.9pp |
| Employer contribution / active EE | $472 | $5,152-90.8% | $4,628-89.8% | $4,779-90.1% |
| Participant deferral / active EE | $3,791 | $6,800-44.2% | $6,426-41.0% | $5,609-32.4% |
| Admin fee / account holder | $5,697 | $10,917-47.8% | $9,284-38.6% | $10,828-47.4% |