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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 | $116,339 | $167,362-30.5% | $143,799-19.1% | $134,532-13.5% |
| Participation rate | 41.7% | 84.8%-43.2pp | 80.3%-38.6pp | 81.2%-39.6pp |
| Annual return | -20.73% | 0.47%-21.2pp | -0.04%-20.7pp | 418.27%-439.0pp |
| Employer contribution / active EE | $671 | $5,620-88.1% | $4,952-86.5% | $4,741-85.9% |
| Participant deferral / active EE | $3,998 | $6,447-38.0% | $5,638-29.1% | $6,401-37.5% |
| Admin fee / account holder | $527 | $18,094-97.1% | $14,677-96.4% | $11,429-95.4% |