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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 | $149,880 | $138,114+8.5% | $125,391+19.5% | $134,545+11.4% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -22.03% | 750.88%-772.9pp | 572.41%-594.4pp | 418.37%-440.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $11,953 | $7,801+53.2% | $7,448+60.5% | $6,401+86.7% |
| Admin fee / account holder | $1,035 | $11,570-91.1% | $10,009-89.7% | $11,431-90.9% |