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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 | $95,733 | $65,704+45.7% | $94,229+1.6% | $59,633+60.5% |
| Participation rate | 54.8% | 72.1%-17.4pp | 78.8%-24.0pp | 68.7%-13.9pp |
| Annual return | -25.04% | 5.22%-30.3pp | 10.68%-35.7pp | 2041.45%-2066.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,850 | $3,143-9.3% | $4,320-34.0% | $3,192-10.7% |
| Admin fee / account holder | $10,431 | $4,265+144.6% | $6,269+66.4% | $4,297+142.8% |