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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 | $164,912 | $167,362-1.5% | $143,799+14.7% | $134,532+22.6% |
| Participation rate | 16.7% | 84.8%-68.2pp | 80.3%-63.6pp | 81.2%-64.6pp |
| Annual return | -21.61% | 0.47%-22.1pp | -0.04%-21.6pp | 418.27%-439.9pp |
| Employer contribution / active EE | $312 | $5,620-94.5% | $4,952-93.7% | $4,741-93.4% |
| Participant deferral / active EE | $8,967 | $6,447+39.1% | $5,638+59.0% | $6,401+40.1% |
| Admin fee / account holder | $1,794 | $18,094-90.1% | $14,677-87.8% | $11,429-84.3% |