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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 | $102,250 | $57,350+78.3% | $83,850+21.9% | $64,181+59.3% |
| Participation rate | 14.3% | 68.6%-54.3pp | 76.1%-61.9pp | 69.6%-55.3pp |
| Annual return | -8.96% | 11.38%-20.3pp | 850.92%-859.9pp | 7.63%-16.6pp |
| Employer contribution / active EE | $424 | $2,545-83.3% | $3,631-88.3% | $2,381-82.2% |
| Participant deferral / active EE | $2,059 | $2,993-31.2% | $4,082-49.6% | $3,470-40.6% |
| Admin fee / account holder | $1,157 | $4,046-71.4% | $5,478-78.9% | $4,887-76.3% |