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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 | $84,539 | $127,387-33.6% | $115,038-26.5% | $125,389-32.6% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | -3.93% | 31.28%-35.2pp | 26.14%-30.1pp | 282.24%-286.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $11,143 | $6,423+73.5% | $6,026+84.9% | $5,352+108.2% |
| Admin fee / account holder | $400 | $9,516-95.8% | $8,175-95.1% | $9,541-95.8% |