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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 | $102,151 | $138,102-26.0% | $125,381-18.5% | $134,532-24.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -29.01% | 750.73%-779.7pp | 572.31%-601.3pp | 418.27%-447.3pp |
| Employer contribution / active EE | $803 | $5,245-84.7% | $4,815-83.3% | $4,741-83.1% |
| Participant deferral / active EE | $5,455 | $7,801-30.1% | $7,448-26.8% | $6,401-14.8% |
| Admin fee / account holder | $819 | $11,568-92.9% | $10,007-91.8% | $11,429-92.8% |