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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 | $114,821 | $138,078-16.8% | $125,363-8.4% | $134,509-14.6% |
| Participation rate | 65.0% | 84.5%-19.5pp | 82.4%-17.4pp | 81.2%-16.2pp |
| Annual return | -24.34% | 750.49%-774.8pp | 572.15%-596.5pp | 418.13%-442.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,570 | $7,800-15.8% | $7,447-11.8% | $6,400+2.6% |
| Admin fee / account holder | $1,251 | $11,566-89.2% | $10,005-87.5% | $11,427-89.1% |