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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 | $217,262 | $138,102+57.3% | $125,381+73.3% | $134,532+61.5% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -21.36% | 750.73%-772.1pp | 572.31%-593.7pp | 418.27%-439.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,793 | $7,801-38.6% | $7,448-35.6% | $6,401-25.1% |
| Admin fee / account holder | $77,456 | $11,568+569.6% | $10,007+674.0% | $11,429+577.7% |