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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 | $81,086 | $167,362-51.6% | $143,799-43.6% | $134,532-39.7% |
| Participation rate | 36.4% | 84.8%-48.5pp | 80.3%-44.0pp | 81.2%-44.9pp |
| Annual return | -20.31% | 0.47%-20.8pp | -0.04%-20.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $284 | $5,620-94.9% | $4,952-94.3% | $4,741-94.0% |
| Participant deferral / active EE | $6,968 | $6,447+8.1% | $5,638+23.6% | $6,401+8.9% |
| Admin fee / account holder | $1,184 | $18,094-93.5% | $14,677-91.9% | $11,429-89.6% |