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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 | $122,898 | $84,685+45.1% | $73,836+66.4% | $125,389-2.0% |
| Participation rate | 57.1% | 76.8%-19.6pp | 73.4%-16.3pp | 83.2%-26.0pp |
| Annual return | -4.62% | 3123.80%-3128.4pp | 2268.06%-2272.7pp | 282.24%-286.9pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,803 | $3,993+95.5% | $3,583+117.8% | $5,352+45.8% |
| Admin fee / account holder | $5,824 | $5,694+2.3% | $4,882+19.3% | $9,541-39.0% |