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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 | $54,807 | $138,075-60.3% | $123,552-55.6% | $135,379-59.5% |
| Participation rate | 45.0% | 84.7%-39.7pp | 82.3%-37.3pp | 82.6%-37.6pp |
| Annual return | -13.03% | 153.70%-166.7pp | 119.20%-132.2pp | 519.79%-532.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,857 | $6,800-43.3% | $6,426-40.0% | $5,609-31.2% |
| Admin fee / account holder | $7,952 | $10,917-27.2% | $9,285-14.4% | $10,828-26.6% |