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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 | $113,868 | $138,075-17.5% | $123,552-7.8% | $135,379-15.9% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -9.51% | 153.70%-163.2pp | 119.20%-128.7pp | 519.79%-529.3pp |
| Employer contribution / active EE | $745 | $5,152-85.5% | $4,628-83.9% | $4,779-84.4% |
| Participant deferral / active EE | $3,960 | $6,800-41.8% | $6,426-38.4% | $5,609-29.4% |
| Admin fee / account holder | $597 | $10,917-94.5% | $9,285-93.6% | $10,828-94.5% |