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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 | $193,269 | $99,079+95.1% | $78,002+147.8% | $273,972-29.5% |
| Participation rate | 47.4% | 78.6%-31.2pp | 75.5%-28.2pp | 83.0%-35.6pp |
| Annual return | -2.72% | 217.93%-220.6pp | 425.99%-428.7pp | 41.46%-44.2pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,916 | $4,306-55.5% | $3,497-45.2% | $5,287-63.8% |
| Admin fee / account holder | $14,444 | $8,954+61.3% | $5,481+163.5% | $10,133+42.5% |