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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 | $36,251 | $100,792-64.0% | $86,691-58.2% | $134,509-73.0% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -21.99% | 29.08%-51.1pp | 35.94%-57.9pp | 418.13%-440.1pp |
| Employer contribution / active EE | $122 | $3,491-96.5% | $2,837-95.7% | $4,741-97.4% |
| Participant deferral / active EE | $5,145 | $5,339-3.6% | $4,656+10.5% | $6,400-19.6% |
| Admin fee / account holder | $10,141 | $10,924-7.2% | $7,492+35.4% | $11,427-11.2% |