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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 | $79,170 | $86,949-8.9% | $102,460-22.7% | $80,959-2.2% |
| Participation rate | 32.4% | 72.4%-40.0pp | 76.5%-44.1pp | 67.7%-35.2pp |
| Annual return | -15.92% | 18.89%-34.8pp | 29.47%-45.4pp | 35.67%-51.6pp |
| Employer contribution / active EE | $673 | $2,370-71.6% | $3,025-77.8% | $2,757-75.6% |
| Participant deferral / active EE | $3,858 | $4,121-6.4% | $5,056-23.7% | $4,300-10.3% |
| Admin fee / account holder | $3,029 | $8,048-62.4% | $9,460-68.0% | $6,925-56.3% |