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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 | $91,804 | $63,346+44.9% | $92,240-0.5% | $70,126+30.9% |
| Participation rate | 21.9% | 68.7%-46.8pp | 76.5%-54.6pp | 69.5%-47.7pp |
| Annual return | -1.14% | 530.19%-531.3pp | 176.29%-177.4pp | 73.15%-74.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,810 | $2,854-1.5% | $3,897-27.9% | $3,332-15.7% |
| Admin fee / account holder | $3,474 | $3,841-9.5% | $5,194-33.1% | $4,645-25.2% |