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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 | $76,344 | $138,070-44.7% | $123,549-38.2% | $135,377-43.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -25.78% | 153.69%-179.5pp | 119.20%-145.0pp | 519.75%-545.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,622 | $6,799-2.6% | $6,426+3.1% | $5,609+18.1% |
| Admin fee / account holder | $417 | $10,916-96.2% | $9,284-95.5% | $10,828-96.1% |