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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 | $15,241 | $138,102-89.0% | $125,381-87.8% | $134,532-88.7% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-14.0pp | 81.2%-12.8pp |
| Annual return | -31.26% | 750.73%-782.0pp | 572.31%-603.6pp | 418.27%-449.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,711 | $7,801-26.8% | $7,448-23.3% | $6,401-10.8% |
| Admin fee / account holder | $1,610 | $11,568-86.1% | $10,007-83.9% | $11,429-85.9% |