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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 | $239,799 | $81,870+192.9% | $119,634+100.4% | $68,490+250.1% |
| Participation rate | 54.3% | 71.9%-17.6pp | 79.3%-25.0pp | 67.9%-13.6pp |
| Annual return | -20.54% | -23.82%+3.3pp | -14.98%-5.6pp | -7.85%-12.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,457 | $4,148+31.6% | $5,601-2.6% | $4,028+35.5% |
| Admin fee / account holder | $8,450 | $6,583+28.4% | $10,329-18.2% | $5,403+56.4% |