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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 | $73,686 | $71,873+2.5% | $86,698-15.0% | $68,490+7.6% |
| Participation rate | 45.3% | 72.2%-26.9pp | 76.6%-31.3pp | 67.9%-22.6pp |
| Annual return | -19.88% | 3.54%-23.4pp | 35.96%-55.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $345 | $2,173-84.1% | $2,837-87.8% | $2,597-86.7% |
| Participant deferral / active EE | $2,463 | $3,779-34.8% | $4,656-47.1% | $4,028-38.8% |
| Admin fee / account holder | $5,066 | $6,110-17.1% | $7,492-32.4% | $5,403-6.2% |