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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 | $127,091 | $138,114-8.0% | $125,391+1.4% | $134,545-5.5% |
| Participation rate | 58.8% | 84.5%-25.7pp | 82.4%-23.6pp | 81.2%-22.4pp |
| Annual return | -22.59% | 750.88%-773.5pp | 572.41%-595.0pp | 418.37%-441.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,509 | $7,801+34.7% | $7,448+41.1% | $6,401+64.2% |
| Admin fee / account holder | $11,450 | $11,570-1.0% | $10,009+14.4% | $11,431+0.2% |