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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 | $244,372 | $97,732+150.0% | $83,831+191.5% | $135,380+80.5% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -29.39% | 1287.56%-1316.9pp | 850.99%-880.4pp | 519.81%-549.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,333 | $4,683-28.8% | $4,082-18.3% | $5,609-40.6% |
| Admin fee / account holder | $495 | $6,675-92.6% | $5,479-91.0% | $10,828-95.4% |