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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 | $98,092 | $162,812-39.8% | $133,971-26.8% | $158,966-38.3% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | -3.77% | 41.94%-45.7pp | 45.09%-48.9pp | 302.95%-306.7pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $20,400 | $5,910+245.2% | $5,047+304.2% | $5,983+241.0% |
| Admin fee / account holder | $7,836 | $11,741-33.3% | $8,929-12.3% | $11,250-30.4% |