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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 | $119,093 | $125,184-4.9% | $105,607+12.8% | $145,884-18.4% |
| Participation rate | 20.0% | 77.6%-57.6pp | 75.3%-55.3pp | 80.3%-60.3pp |
| Annual return | -6.62% | 225.00%-231.6pp | 116.11%-122.7pp | 551.85%-558.5pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,280 | $5,714-7.6% | $5,011+5.4% | $6,690-21.1% |
| Admin fee / account holder | $22,375 | $17,133+30.6% | $10,958+104.2% | $13,392+67.1% |