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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 | $82,140 | $97,732-16.0% | $83,831-2.0% | $135,380-39.3% |
| Participation rate | 30.8% | 80.0%-49.2pp | 76.1%-45.4pp | 82.6%-51.9pp |
| Annual return | -10.48% | 1287.56%-1298.0pp | 850.99%-861.5pp | 519.81%-530.3pp |
| Employer contribution / active EE | $398 | $4,222-90.6% | $3,631-89.0% | $4,779-91.7% |
| Participant deferral / active EE | $2,840 | $4,683-39.3% | $4,082-30.4% | $5,609-49.4% |
| Admin fee / account holder | $1,087 | $6,675-83.7% | $5,479-80.2% | $10,828-90.0% |