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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 | $185,791 | $93,098+99.6% | $77,081+141.0% | $134,509+38.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -29.79% | 62.63%-92.4pp | 42.33%-72.1pp | 418.13%-447.9pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,140 | $5,239+36.3% | $4,428+61.3% | $6,400+11.6% |
| Admin fee / account holder | $11,571 | $6,945+66.6% | $5,427+113.2% | $11,427+1.3% |