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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 | $103,683 | $50,947+103.5% | $74,551+39.1% | $64,173+61.6% |
| Participation rate | 44.6% | 61.1%-16.4pp | 69.1%-24.5pp | 69.6%-25.0pp |
| Annual return | -9.47% | -1.85%-7.6pp | 32.53%-42.0pp | 7.63%-17.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,070 | $2,302+33.4% | $3,108-1.2% | $3,470-11.5% |
| Admin fee / account holder | $7,349 | $4,221+74.1% | $5,059+45.3% | $4,887+50.4% |