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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 | $95,981 | $106,267-9.7% | $96,520-0.6% | $139,456-31.2% |
| Participation rate | 36.8% | 77.8%-41.0pp | 74.3%-37.5pp | 80.3%-43.5pp |
| Annual return | -7.40% | 38.45%-45.9pp | 35.72%-43.1pp | 373.45%-380.9pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,470 | $5,454-73.1% | $4,879-69.9% | $6,711-78.1% |
| Admin fee / account holder | $2,541 | $7,882-67.8% | $6,733-62.3% | $11,407-77.7% |