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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 | $47,716 | $138,114-65.5% | $125,391-61.9% | $134,545-64.5% |
| Participation rate | 47.1% | 84.5%-37.4pp | 82.4%-35.3pp | 81.2%-34.2pp |
| Annual return | -20.87% | 750.88%-771.8pp | 572.41%-593.3pp | 418.37%-439.2pp |
| Employer contribution / active EE | $186 | $5,246-96.5% | $4,816-96.1% | $4,742-96.1% |
| Participant deferral / active EE | $4,705 | $7,801-39.7% | $7,448-36.8% | $6,401-26.5% |
| Admin fee / account holder | $946 | $11,570-91.8% | $10,009-90.5% | $11,431-91.7% |