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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 | $116,498 | $65,453+78.0% | $86,698+34.4% | $66,938+74.0% |
| Participation rate | 31.7% | 75.5%-43.7pp | 76.6%-44.9pp | 69.8%-38.1pp |
| Annual return | -19.63% | -10.89%-8.7pp | 35.95%-55.6pp | 1.58%-21.2pp |
| Employer contribution / active EE | $584 | $2,154-72.9% | $2,837-79.4% | $2,545-77.0% |
| Participant deferral / active EE | $3,028 | $4,102-26.2% | $4,656-35.0% | $4,238-28.6% |
| Admin fee / account holder | $5,325 | $642+729.7% | $7,493-28.9% | $594+797.2% |