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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 | $95,443 | $167,362-43.0% | $143,799-33.6% | $134,532-29.1% |
| Participation rate | 52.4% | 84.8%-32.4pp | 80.3%-27.9pp | 81.2%-28.8pp |
| Annual return | -20.82% | 0.47%-21.3pp | -0.04%-20.8pp | 418.27%-439.1pp |
| Employer contribution / active EE | $367 | $5,620-93.5% | $4,952-92.6% | $4,741-92.3% |
| Participant deferral / active EE | $3,955 | $6,447-38.7% | $5,638-29.9% | $6,401-38.2% |
| Admin fee / account holder | $4,321 | $18,094-76.1% | $14,677-70.6% | $11,429-62.2% |