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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 | $99,210 | $102,385-3.1% | $147,080-32.5% | $80,935+22.6% |
| Participation rate | 41.3% | 75.9%-34.6pp | 82.2%-40.9pp | 67.7%-26.4pp |
| Annual return | 11.25% | 135.09%-123.8pp | 420.17%-408.9pp | 35.66%-24.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,057 | $6,651-54.0% | $8,066-62.1% | $4,299-28.9% |
| Admin fee / account holder | $356 | $7,951-95.5% | $12,989-97.3% | $6,924-94.9% |