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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 | $155,400 | $183,592-15.4% | $155,567-0.1% | $145,959+6.5% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-50.9pp | 80.3%-53.0pp |
| Annual return | -2.78% | 61.24%-64.0pp | 64.74%-67.5pp | 561.95%-564.7pp |
| Employer contribution / active EE | $341 | $5,315-93.6% | $4,674-92.7% | $4,661-92.7% |
| Participant deferral / active EE | $7,695 | $6,464+19.0% | $5,628+36.7% | $6,689+15.0% |
| Admin fee / account holder | $1,116 | $19,318-94.2% | $15,916-93.0% | $13,398-91.7% |