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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 | $92,930 | $97,020-4.2% | $83,327+11.5% | $135,380-31.4% |
| Participation rate | 62.5% | 80.4%-17.9pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -14.34% | 12.31%-26.6pp | 10.64%-25.0pp | 519.81%-534.1pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,228 | $5,964-12.3% | $5,565-6.1% | $5,609-6.8% |
| Admin fee / account holder | $5,264 | $8,426-37.5% | $7,540-30.2% | $10,828-51.4% |