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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 | $104,511 | $211,946-50.7% | $169,452-38.3% | $135,379-22.8% |
| Participation rate | 11.1% | 82.6%-71.5pp | 77.8%-66.7pp | 82.6%-71.5pp |
| Annual return | -10.21% | 3.26%-13.5pp | 1.83%-12.0pp | 519.79%-530.0pp |
| Employer contribution / active EE | $325 | $5,117-93.6% | $4,157-92.2% | $4,779-93.2% |
| Participant deferral / active EE | $1,046 | $6,075-82.8% | $5,277-80.2% | $5,609-81.3% |
| Admin fee / account holder | $2,576 | $11,472-77.5% | $9,110-71.7% | $10,828-76.2% |