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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 | $95,387 | $134,001-28.8% | $112,258-15.0% | $134,509-29.1% |
| Participation rate | 53.3% | 78.6%-25.2pp | 75.1%-21.7pp | 81.2%-27.9pp |
| Annual return | -20.52% | 47.15%-67.7pp | 27.47%-48.0pp | 418.13%-438.7pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,171 | $5,291-2.3% | $4,728+9.4% | $6,400-19.2% |
| Admin fee / account holder | $497 | $7,491-93.4% | $6,411-92.2% | $11,427-95.6% |