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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 | $146,383 | $150,447-2.7% | $136,298+7.4% | $147,586-0.8% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 8.17% | 1049.15%-1041.0pp | 5156.27%-5148.1pp | 578.59%-570.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,743 | $6,631-43.6% | $6,247-40.1% | $5,439-31.2% |
| Admin fee / account holder | $21,518 | $10,906+97.3% | $9,244+132.8% | $10,886+97.7% |