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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 | $90,406 | $190,862-52.6% | $159,991-43.5% | $134,509-32.8% |
| Participation rate | 61.1% | 82.0%-20.8pp | 78.0%-16.9pp | 81.2%-20.1pp |
| Annual return | -21.04% | 552.59%-573.6pp | 408.82%-429.9pp | 418.13%-439.2pp |
| Employer contribution / active EE | $311 | $4,995-93.8% | $4,225-92.6% | $4,741-93.4% |
| Participant deferral / active EE | $5,377 | $6,924-22.3% | $6,183-13.0% | $6,400-16.0% |
| Admin fee / account holder | $1,059 | $10,495-89.9% | $8,715-87.8% | $11,427-90.7% |