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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 | $185,431 | $180,466+2.8% | $154,114+20.3% | $135,382+37.0% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -9.43% | 888.15%-897.6pp | 735.16%-744.6pp | 519.77%-529.2pp |
| Employer contribution / active EE | $532 | $6,035-91.2% | $5,298-90.0% | $4,779-88.9% |
| Participant deferral / active EE | $7,200 | $5,806+24.0% | $5,081+41.7% | $5,609+28.4% |
| Admin fee / account holder | $7,542 | $16,144-53.3% | $13,411-43.8% | $10,829-30.4% |