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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 | $117,974 | $197,603-40.3% | $177,827-33.7% | $158,950-25.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | -5.01% | 58.76%-63.8pp | 48.32%-53.3pp | 302.91%-307.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,568 | $8,404+1.9% | $7,713+11.1% | $5,983+43.2% |
| Admin fee / account holder | $9,064 | $15,402-41.2% | $12,429-27.1% | $11,248-19.4% |