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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 | $44,456 | $138,068-67.8% | $125,358-64.5% | $134,493-66.9% |
| Participation rate | 16.7% | 84.5%-67.8pp | 82.4%-65.7pp | 81.2%-64.6pp |
| Annual return | -29.43% | 750.30%-779.7pp | 572.03%-601.5pp | 418.01%-447.4pp |
| Employer contribution / active EE | $633 | $5,244-87.9% | $4,814-86.8% | $4,740-86.6% |
| Participant deferral / active EE | $4,576 | $7,799-41.3% | $7,447-38.5% | $6,400-28.5% |
| Admin fee / account holder | $325 | $11,568-97.2% | $10,007-96.8% | $11,425-97.2% |