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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 | $133,599 | $190,879-30.0% | $160,009-16.5% | $134,532-0.7% |
| Participation rate | 46.2% | 82.0%-35.8pp | 78.0%-31.8pp | 81.2%-35.1pp |
| Annual return | -25.00% | 552.63%-577.6pp | 408.85%-433.8pp | 418.27%-443.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,828 | $6,924-30.3% | $6,183-21.9% | $6,401-24.6% |
| Admin fee / account holder | $558 | $10,495-94.7% | $8,715-93.6% | $11,429-95.1% |