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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 | $195,514 | $99,668+96.2% | $86,451+126.2% | $134,545+45.3% |
| Participation rate | 57.1% | 82.1%-24.9pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -21.51% | 6789.61%-6811.1pp | 4398.51%-4420.0pp | 418.37%-439.9pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $30,897 | $7,249+326.2% | $6,953+344.4% | $6,401+382.7% |
| Admin fee / account holder | $21,974 | $8,377+162.3% | $6,734+226.3% | $11,431+92.2% |