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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 | $101,824 | $167,362-39.2% | $143,799-29.2% | $134,532-24.3% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -20.90% | 0.47%-21.4pp | -0.04%-20.9pp | 418.27%-439.2pp |
| Employer contribution / active EE | $419 | $5,620-92.5% | $4,952-91.5% | $4,741-91.2% |
| Participant deferral / active EE | $2,403 | $6,447-62.7% | $5,638-57.4% | $6,401-62.5% |
| Admin fee / account holder | $2,077 | $18,094-88.5% | $14,677-85.8% | $11,429-81.8% |