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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 | $49,596 | $45,152+9.8% | $73,845-32.8% | $59,632-16.8% |
| Participation rate | 62.2% | 64.0%-1.9pp | 73.4%-11.3pp | 68.7%-6.5pp |
| Annual return | -2.76% | 27.40%-30.2pp | 2267.91%-2270.7pp | 2041.32%-2044.1pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,531 | $2,574-1.7% | $3,583-29.4% | $3,192-20.7% |
| Admin fee / account holder | $5,171 | $3,516+47.1% | $4,881+5.9% | $4,297+20.3% |