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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 | $103,208 | $102,393+0.8% | $147,041-29.8% | $80,911+27.6% |
| Participation rate | 46.7% | 75.9%-29.2pp | 82.2%-35.5pp | 67.6%-21.0pp |
| Annual return | 11.63% | 134.95%-123.3pp | 419.21%-407.6pp | 35.63%-24.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,466 | $6,647-47.9% | $8,071-57.1% | $4,297-19.3% |
| Admin fee / account holder | $2,246 | $7,943-71.7% | $13,006-82.7% | $6,935-67.6% |