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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 | $94,402 | $167,362-43.6% | $143,799-34.4% | $134,532-29.8% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -21.23% | 0.47%-21.7pp | -0.04%-21.2pp | 418.27%-439.5pp |
| Employer contribution / active EE | $937 | $5,620-83.3% | $4,952-81.1% | $4,741-80.2% |
| Participant deferral / active EE | $4,143 | $6,447-35.7% | $5,638-26.5% | $6,401-35.3% |
| Admin fee / account holder | $362 | $18,094-98.0% | $14,677-97.5% | $11,429-96.8% |