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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 | $41,007 | $138,114-70.3% | $125,391-67.3% | $134,545-69.5% |
| Participation rate | 35.0% | 84.5%-49.5pp | 82.4%-47.4pp | 81.2%-46.2pp |
| Annual return | -26.99% | 750.88%-777.9pp | 572.41%-599.4pp | 418.37%-445.4pp |
| Employer contribution / active EE | $840 | $5,246-84.0% | $4,816-82.6% | $4,742-82.3% |
| Participant deferral / active EE | $3,176 | $7,801-59.3% | $7,448-57.4% | $6,401-50.4% |
| Admin fee / account holder | $2,774 | $11,570-76.0% | $10,009-72.3% | $11,431-75.7% |