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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 | $43,914 | $190,879-77.0% | $160,009-72.6% | $134,532-67.4% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -25.90% | 552.63%-578.5pp | 408.85%-434.7pp | 418.27%-444.2pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,274 | $6,924-67.2% | $6,183-63.2% | $6,401-64.5% |
| Admin fee / account holder | $1,344 | $10,495-87.2% | $8,715-84.6% | $11,429-88.2% |