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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 | $77,613 | $98,766-21.4% | $149,730-48.2% | $79,852-2.8% |
| Participation rate | 56.3% | 75.8%-19.4pp | 82.5%-26.1pp | 69.6%-13.3pp |
| Annual return | -13.78% | 27.43%-41.2pp | 276.70%-290.5pp | 31.72%-45.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,352 | $5,681-23.4% | $6,843-36.4% | $3,740+16.4% |
| Admin fee / account holder | $11,708 | $6,052+93.5% | $9,310+25.8% | $5,306+120.7% |