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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 | $139,980 | $138,114+1.4% | $125,391+11.6% | $134,545+4.0% |
| Participation rate | 61.1% | 84.5%-23.4pp | 82.4%-21.3pp | 81.2%-20.1pp |
| Annual return | -21.65% | 750.88%-772.5pp | 572.41%-594.1pp | 418.37%-440.0pp |
| Employer contribution / active EE | $920 | $5,246-82.5% | $4,816-80.9% | $4,742-80.6% |
| Participant deferral / active EE | $6,882 | $7,801-11.8% | $7,448-7.6% | $6,401+7.5% |
| Admin fee / account holder | $1,516 | $11,570-86.9% | $10,009-84.9% | $11,431-86.7% |