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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 | $77,557 | $92,684-16.3% | $82,706-6.2% | $134,509-42.3% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.3pp | 81.2%-66.9pp |
| Annual return | -21.19% | 945.84%-967.0pp | 701.76%-723.0pp | 418.13%-439.3pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,851 | $4,800-19.8% | $4,394-12.3% | $6,400-39.8% |
| Admin fee / account holder | $3,633 | $5,982-39.3% | $5,329-31.8% | $11,427-68.2% |