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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 | $96,634 | $133,998-27.9% | $112,263-13.9% | $134,545-28.2% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -20.78% | 47.17%-68.0pp | 27.49%-48.3pp | 418.37%-439.1pp |
| Employer contribution / active EE | $533 | $4,040-86.8% | $3,636-85.3% | $4,742-88.8% |
| Participant deferral / active EE | $6,833 | $5,292+29.1% | $4,729+44.5% | $6,401+6.7% |
| Admin fee / account holder | $1,597 | $7,493-78.7% | $6,410-75.1% | $11,431-86.0% |