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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 | $90,018 | $71,873+25.2% | $86,698+3.8% | $68,490+31.4% |
| Participation rate | 56.3% | 72.2%-16.0pp | 76.6%-20.3pp | 67.9%-11.6pp |
| Annual return | -19.43% | 3.54%-23.0pp | 35.96%-55.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,105 | $3,779-44.3% | $4,656-54.8% | $4,028-47.7% |
| Admin fee / account holder | $6,584 | $6,110+7.7% | $7,492-12.1% | $5,403+21.9% |