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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 | $52,344 | $77,816-32.7% | $123,552-57.6% | $64,173-18.4% |
| Participation rate | 46.2% | 74.7%-28.6pp | 82.3%-36.1pp | 69.6%-23.4pp |
| Annual return | -13.14% | 12.49%-25.6pp | 119.20%-132.3pp | 7.63%-20.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,616 | $5,240-31.0% | $6,426-43.7% | $3,470+4.2% |
| Admin fee / account holder | $3,895 | $5,519-29.4% | $9,285-58.0% | $4,887-20.3% |