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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 | $148,988 | $175,231-15.0% | $149,696-0.5% | $139,466+6.8% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | -0.12% | 166.77%-166.9pp | 134.46%-134.6pp | 373.66%-373.8pp |
| Employer contribution / active EE | $729 | $5,478-86.7% | $4,821-84.9% | $4,754-84.7% |
| Participant deferral / active EE | $3,088 | $6,521-52.7% | $5,682-45.7% | $6,712-54.0% |
| Admin fee / account holder | $1,294 | $16,155-92.0% | $13,212-90.2% | $11,409-88.7% |