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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 | $48,472 | $190,862-74.6% | $159,991-69.7% | $134,509-64.0% |
| Participation rate | 58.3% | 82.0%-23.6pp | 78.0%-19.6pp | 81.2%-22.9pp |
| Annual return | -21.08% | 552.59%-573.7pp | 408.82%-429.9pp | 418.13%-439.2pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,568 | $6,924-48.5% | $6,183-42.3% | $6,400-44.3% |
| Admin fee / account holder | $522 | $10,495-95.0% | $8,715-94.0% | $11,427-95.4% |