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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 | $235,073 | $152,597+54.0% | $117,533+100.0% | $134,532+74.7% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -21.40% | 53.04%-74.4pp | 29.77%-51.2pp | 418.27%-439.7pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,267 | $4,821+9.2% | $4,072+29.3% | $6,401-17.7% |
| Admin fee / account holder | $1,301 | $7,007-81.4% | $5,647-77.0% | $11,429-88.6% |