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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 | $107,404 | $138,114-22.2% | $125,391-14.3% | $134,545-20.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -24.20% | 750.88%-775.1pp | 572.41%-596.6pp | 418.37%-442.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,696 | $7,801-1.3% | $7,448+3.3% | $6,401+20.2% |
| Admin fee / account holder | $9,385 | $11,570-18.9% | $10,009-6.2% | $11,431-17.9% |