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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 | $104,673 | $99,079+5.6% | $78,002+34.2% | $273,972-61.8% |
| Participation rate | 68.2% | 78.6%-10.4pp | 75.5%-7.3pp | 83.0%-14.8pp |
| Annual return | -2.84% | 217.93%-220.8pp | 425.99%-428.8pp | 41.46%-44.3pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,936 | $4,306-31.8% | $3,497-16.0% | $5,287-44.5% |
| Admin fee / account holder | $2,164 | $8,954-75.8% | $5,481-60.5% | $10,133-78.6% |