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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 | $64,982 | $45,152+43.9% | $73,836-12.0% | $59,633+9.0% |
| Participation rate | 21.9% | 64.0%-42.1pp | 73.4%-51.6pp | 68.7%-46.8pp |
| Annual return | -4.35% | 27.40%-31.8pp | 2268.06%-2272.4pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $921 | $2,573-64.2% | $3,583-74.3% | $3,192-71.1% |
| Admin fee / account holder | $3,482 | $3,515-0.9% | $4,882-28.7% | $4,297-19.0% |