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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 | $68,027 | $77,817-12.6% | $123,553-44.9% | $64,173+6.0% |
| Participation rate | 68.8% | 74.7%-5.9pp | 82.3%-13.5pp | 69.6%-0.7pp |
| Annual return | -8.29% | 12.49%-20.8pp | 119.21%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,421 | $5,240+118.0% | $6,426+77.7% | $3,470+229.2% |
| Admin fee / account holder | $3,664 | $5,519-33.6% | $9,284-60.5% | $4,887-25.0% |