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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 | $149,088 | $133,981+11.3% | $112,249+32.8% | $134,532+10.8% |
| Participation rate | 12.5% | 78.6%-66.1pp | 75.1%-62.6pp | 81.2%-68.7pp |
| Annual return | -30.02% | 47.16%-77.2pp | 27.48%-57.5pp | 418.27%-448.3pp |
| Employer contribution / active EE | $530 | $4,040-86.9% | $3,636-85.4% | $4,741-88.8% |
| Participant deferral / active EE | $2,052 | $5,292-61.2% | $4,729-56.6% | $6,401-67.9% |
| Admin fee / account holder | $1,329 | $7,492-82.3% | $6,412-79.3% | $11,429-88.4% |