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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 | $83,802 | $97,125-13.7% | $86,233-2.8% | $137,256-38.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | -16.87% | 74.19%-91.1pp | 61.39%-78.3pp | 220.34%-237.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,000 | $5,180-22.8% | $4,559-12.3% | $6,407-37.6% |
| Admin fee / account holder | $3,547 | $9,725-63.5% | $8,342-57.5% | $12,270-71.1% |