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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 | $190,720 | $138,114+38.1% | $125,391+52.1% | $134,545+41.8% |
| Participation rate | 54.5% | 84.5%-30.0pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -28.61% | 750.88%-779.5pp | 572.41%-601.0pp | 418.37%-447.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $12,974 | $7,801+66.3% | $7,448+74.2% | $6,401+102.7% |
| Admin fee / account holder | $5,728 | $11,570-50.5% | $10,009-42.8% | $11,431-49.9% |