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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 | $58,251 | $138,078-57.8% | $125,363-53.5% | $134,509-56.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -31.44% | 750.49%-781.9pp | 572.15%-603.6pp | 418.13%-449.6pp |
| Employer contribution / active EE | $769 | $5,245-85.3% | $4,815-84.0% | $4,741-83.8% |
| Participant deferral / active EE | $9,000 | $7,800+15.4% | $7,447+20.9% | $6,400+40.6% |
| Admin fee / account holder | $6,802 | $11,566-41.2% | $10,005-32.0% | $11,427-40.5% |