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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 | $74,879 | $82,678-9.4% | $125,391-40.3% | $68,490+9.3% |
| Participation rate | 55.3% | 75.1%-19.8pp | 82.4%-27.1pp | 67.9%-12.6pp |
| Annual return | -21.79% | -5.97%-15.8pp | 572.41%-594.2pp | -7.85%-13.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,668 | $6,111-56.3% | $7,448-64.2% | $4,028-33.8% |
| Admin fee / account holder | $7,691 | $6,277+22.5% | $10,009-23.2% | $5,403+42.4% |