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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 | $67,636 | $48,076+40.7% | $78,693-14.0% | $62,891+7.5% |
| Participation rate | 60.6% | 65.2%-4.6pp | 73.6%-13.0pp | 69.3%-8.7pp |
| Annual return | -1.40% | 31.35%-32.8pp | 62.18%-63.6pp | 20.14%-21.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,208 | $2,588+24.0% | $3,517-8.8% | $3,203+0.1% |
| Admin fee / account holder | $21,021 | $3,207+555.4% | $4,511+366.0% | $4,296+389.4% |