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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 | $94,816 | $92,743+2.2% | $82,744+14.6% | $134,532-29.5% |
| Participation rate | 58.8% | 75.2%-16.4pp | 72.6%-13.7pp | 81.2%-22.4pp |
| Annual return | -21.93% | 946.63%-968.6pp | 702.22%-724.2pp | 418.27%-440.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,999 | $4,802+4.1% | $4,395+13.8% | $6,401-21.9% |
| Admin fee / account holder | $8,008 | $5,977+34.0% | $5,325+50.4% | $11,429-29.9% |