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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 | $113,060 | $71,891+57.3% | $86,690+30.4% | $68,498+65.1% |
| Participation rate | 48.7% | 72.2%-23.5pp | 76.6%-27.9pp | 67.9%-19.2pp |
| Annual return | -18.98% | 3.53%-22.5pp | 35.93%-54.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,636 | $3,779-30.3% | $4,656-43.4% | $4,027-34.6% |
| Admin fee / account holder | $1,071 | $6,112-82.5% | $7,490-85.7% | $5,403-80.2% |