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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 | $122,151 | $167,362-27.0% | $143,799-15.1% | $134,532-9.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -22.09% | 0.47%-22.6pp | -0.04%-22.0pp | 418.27%-440.4pp |
| Employer contribution / active EE | $1,016 | $5,620-81.9% | $4,952-79.5% | $4,741-78.6% |
| Participant deferral / active EE | $3,333 | $6,447-48.3% | $5,638-40.9% | $6,401-47.9% |
| Admin fee / account holder | $325 | $18,094-98.2% | $14,677-97.8% | $11,429-97.2% |