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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 | $168,741 | $95,895+76.0% | $79,576+112.1% | $134,509+25.4% |
| Participation rate | 46.2% | 75.0%-28.9pp | 69.5%-23.3pp | 81.2%-35.1pp |
| Annual return | -28.86% | -2.72%-26.1pp | 0.15%-29.0pp | 418.13%-447.0pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,616 | $4,693-1.6% | $3,985+15.8% | $6,400-27.9% |
| Admin fee / account holder | $845 | $9,129-90.7% | $6,834-87.6% | $11,427-92.6% |