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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 | $112,943 | $134,001-15.7% | $112,258+0.6% | $134,509-16.0% |
| Participation rate | 54.2% | 78.6%-24.4pp | 75.1%-20.9pp | 81.2%-27.1pp |
| Annual return | -24.19% | 47.15%-71.3pp | 27.47%-51.7pp | 418.13%-442.3pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,425 | $5,291-16.4% | $4,728-6.4% | $6,400-30.9% |
| Admin fee / account holder | $1,277 | $7,491-83.0% | $6,411-80.1% | $11,427-88.8% |