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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 | $89,868 | $72,177+24.5% | $115,038-21.9% | $59,633+50.7% |
| Participation rate | 50.0% | 72.6%-22.6pp | 81.4%-31.4pp | 68.7%-18.7pp |
| Annual return | -3.07% | 12.02%-15.1pp | 26.14%-29.2pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $1 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,436 | $4,783-28.2% | $6,026-43.0% | $3,192+7.7% |
| Admin fee / account holder | $8,547 | $4,927+73.5% | $8,175+4.5% | $4,297+98.9% |