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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 | $84,013 | $102,429-18.0% | $147,096-42.9% | $80,925+3.8% |
| Participation rate | 53.3% | 75.9%-22.5pp | 82.2%-28.8pp | 67.7%-14.3pp |
| Annual return | 1.96% | 135.02%-133.1pp | 419.75%-417.8pp | 35.65%-33.7pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,135 | $6,649+7.3% | $8,071-11.6% | $4,299+66.0% |
| Admin fee / account holder | $11,580 | $7,957+45.5% | $13,005-11.0% | $6,940+66.9% |