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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 | $75,922 | $88,996-14.7% | $78,004-2.7% | $138,895-45.3% |
| Participation rate | 57.1% | 74.4%-17.2pp | 69.4%-12.3pp | 79.9%-22.8pp |
| Annual return | -12.84% | 28.03%-40.9pp | 31.07%-43.9pp | 145.39%-158.2pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $19,825 | $4,724+319.7% | $4,092+384.5% | $6,396+209.9% |
| Admin fee / account holder | $26,257 | $8,807+198.1% | $7,578+246.5% | $12,562+109.0% |