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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 | $71,818 | $72,404-0.8% | $110,243-34.9% | $64,173+11.9% |
| Participation rate | 52.5% | 73.3%-20.8pp | 79.8%-27.3pp | 69.6%-17.1pp |
| Annual return | -8.05% | -6.29%-1.8pp | 314.76%-322.8pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,201 | $3,469-7.7% | $4,672-31.5% | $3,470-7.7% |
| Admin fee / account holder | $1,427 | $5,664-74.8% | $8,548-83.3% | $4,887-70.8% |