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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 | $99,159 | $85,713+15.7% | $86,691+14.4% | - |
| Participation rate | 60.6% | 72.2%-11.6pp | 76.6%-16.0pp | - |
| Annual return | -18.93% | -20.12%+1.2pp | 35.94%-54.9pp | - |
| Employer contribution / active EE | $0 | $1,789-100.0% | $2,837-100.0% | - |
| Participant deferral / active EE | $3,261 | $3,318-1.7% | $4,656-30.0% | - |
| Admin fee / account holder | $970 | $28,935-96.6% | $7,492-87.1% | - |