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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 | $137,109 | $167,533-18.2% | $151,645-9.6% | $134,545+1.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -23.03% | 7.81%-30.8pp | 3.34%-26.4pp | 418.37%-441.4pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $21,483 | $8,985+139.1% | $8,363+156.9% | $6,401+235.6% |
| Admin fee / account holder | $33,137 | $13,781+140.5% | $11,614+185.3% | $11,431+189.9% |