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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 | $86,891 | $56,431+54.0% | $130,788-33.6% | $87,485-0.7% |
| Participation rate | 28.6% | 58.9%-30.4pp | 70.1%-41.5pp | 68.9%-40.4pp |
| Annual return | 5.83% | 91.27%-85.4pp | 386.44%-380.6pp | 26.06%-20.2pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,566 | $2,749-43.1% | $4,137-62.2% | $4,274-63.4% |
| Admin fee / account holder | $2,837 | $4,433-36.0% | $6,673-57.5% | $7,775-63.5% |