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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 | $101,487 | $117,846-13.9% | $102,434-0.9% | $145,884-30.4% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-21.0pp | 80.3%-24.7pp |
| Annual return | -19.05% | 31.90%-50.9pp | 29.46%-48.5pp | 551.85%-570.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,748 | $5,733+87.5% | $5,055+112.6% | $6,690+60.7% |
| Admin fee / account holder | $35,055 | $13,356+162.5% | $9,462+270.5% | $13,392+161.8% |