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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 | $108,083 | $118,467-8.8% | $98,450+9.8% | $139,456-22.5% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | -6.72% | 18.95%-25.7pp | 21.16%-27.9pp | 373.45%-380.2pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,465 | $5,393-17.2% | $4,739-5.8% | $6,711-33.5% |
| Admin fee / account holder | $20,626 | $14,057+46.7% | $8,961+130.2% | $11,407+80.8% |