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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 | $88,228 | $228,395-61.4% | $185,861-52.5% | $158,982-44.5% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | -9.49% | 40.82%-50.3pp | 35.96%-45.5pp | 302.99%-312.5pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,825 | $6,417+53.1% | $5,634+74.4% | $5,983+64.2% |
| Admin fee / account holder | $20,865 | $11,869+75.8% | $9,503+119.6% | $11,252+85.4% |