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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 | $87,444 | $190,879-54.2% | $160,009-45.4% | $134,532-35.0% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.0%-40.5pp | 81.2%-43.7pp |
| Annual return | -22.44% | 552.63%-575.1pp | 408.85%-431.3pp | 418.27%-440.7pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,758 | $6,924-31.3% | $6,183-23.1% | $6,401-25.7% |
| Admin fee / account holder | $7,348 | $10,495-30.0% | $8,715-15.7% | $11,429-35.7% |