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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 | $95,118 | $167,522-43.2% | $151,639-37.3% | $134,532-29.3% |
| Participation rate | 61.1% | 88.4%-27.3pp | 87.5%-26.4pp | 81.2%-20.1pp |
| Annual return | -21.93% | 7.81%-29.7pp | 3.34%-25.3pp | 418.27%-440.2pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $15,607 | $8,986+73.7% | $8,363+86.6% | $6,401+143.8% |
| Admin fee / account holder | $4,388 | $13,780-68.2% | $11,613-62.2% | $11,429-61.6% |