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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 | $86,119 | $197,637-56.4% | $177,848-51.6% | $158,982-45.8% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.7%-62.7pp | 82.0%-57.0pp |
| Annual return | -0.44% | 58.77%-59.2pp | 48.33%-48.8pp | 302.99%-303.4pp |
| Employer contribution / active EE | $29 | $6,698-99.6% | $5,919-99.5% | $4,763-99.4% |
| Participant deferral / active EE | $7,063 | $8,405-16.0% | $7,714-8.4% | $5,983+18.0% |
| Admin fee / account holder | $320 | $15,406-97.9% | $12,431-97.4% | $11,252-97.2% |