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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 | $155,765 | $91,537+70.2% | $130,045+19.8% | $75,173+107.2% |
| Participation rate | 48.3% | 71.5%-23.2pp | 78.5%-30.2pp | 67.2%-18.9pp |
| Annual return | 11.77% | -631.55%+643.3pp | -137.30%+149.1pp | 160.72%-148.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,115 | $4,343-5.2% | $5,820-29.3% | $4,126-0.3% |
| Admin fee / account holder | $5,139 | $6,780-24.2% | $10,600-51.5% | $5,651-9.1% |