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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 | $44,928 | $138,114-67.5% | $125,391-64.2% | $134,545-66.6% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -23.58% | 750.88%-774.5pp | 572.41%-596.0pp | 418.37%-442.0pp |
| Employer contribution / active EE | $181 | $5,246-96.6% | $4,816-96.2% | $4,742-96.2% |
| Participant deferral / active EE | $4,438 | $7,801-43.1% | $7,448-40.4% | $6,401-30.7% |
| Admin fee / account holder | $495 | $11,570-95.7% | $10,009-95.1% | $11,431-95.7% |