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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 | $37,928 | $138,072-72.5% | $123,549-69.3% | $135,382-72.0% |
| Participation rate | 9.1% | 84.7%-75.6pp | 82.3%-73.2pp | 82.6%-73.6pp |
| Annual return | -9.39% | 153.69%-163.1pp | 119.20%-128.6pp | 519.77%-529.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,409 | $6,799-20.5% | $6,426-15.8% | $5,609-3.6% |
| Admin fee / account holder | $1,783 | $10,917-83.7% | $9,284-80.8% | $10,829-83.5% |