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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 | $92,987 | $176,105-47.2% | $159,474-41.7% | $167,536-44.5% |
| Participation rate | 20.0% | 85.0%-65.0pp | 82.8%-62.8pp | 82.1%-62.1pp |
| Annual return | -0.62% | 331.91%-332.5pp | 263.68%-264.3pp | 478.82%-479.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,900 | $7,751-49.7% | $7,353-47.0% | $6,342-38.5% |
| Admin fee / account holder | $467 | $12,559-96.3% | $10,802-95.7% | $12,315-96.2% |