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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 | $98,215 | $95,917+2.4% | $79,583+23.4% | $134,545-27.0% |
| Participation rate | 16.7% | 75.0%-58.4pp | 69.5%-52.8pp | 81.2%-64.6pp |
| Annual return | -21.24% | -2.70%-18.5pp | 0.16%-21.4pp | 418.37%-439.6pp |
| Employer contribution / active EE | $383 | $3,129-87.8% | $2,414-84.1% | $4,742-91.9% |
| Participant deferral / active EE | $1,545 | $4,694-67.1% | $3,986-61.2% | $6,401-75.9% |
| Admin fee / account holder | $607 | $9,132-93.4% | $6,835-91.1% | $11,431-94.7% |