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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 | $98,602 | $115,810-14.9% | $101,271-2.6% | $158,966-38.0% |
| Participation rate | 23.8% | 79.4%-55.6pp | 75.8%-52.0pp | 82.0%-58.2pp |
| Annual return | -2.59% | 56.15%-58.7pp | 46.48%-49.1pp | 302.95%-305.5pp |
| Employer contribution / active EE | $696 | $4,175-83.3% | $3,660-81.0% | $4,762-85.4% |
| Participant deferral / active EE | $1,642 | $4,958-66.9% | $4,371-62.4% | $5,983-72.5% |
| Admin fee / account holder | $5,248 | $7,248-27.6% | $5,948-11.8% | $11,250-53.4% |