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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 | $132,414 | $133,981-1.2% | $112,249+18.0% | $134,532-1.6% |
| Participation rate | 29.2% | 78.6%-49.4pp | 75.1%-45.9pp | 81.2%-52.1pp |
| Annual return | -23.18% | 47.16%-70.3pp | 27.48%-50.7pp | 418.27%-441.4pp |
| Employer contribution / active EE | $718 | $4,040-82.2% | $3,636-80.2% | $4,741-84.8% |
| Participant deferral / active EE | $1,666 | $5,292-68.5% | $4,729-64.8% | $6,401-74.0% |
| Admin fee / account holder | $3,834 | $7,492-48.8% | $6,412-40.2% | $11,429-66.5% |