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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 | $145,987 | $160,028-8.8% | $147,080-0.7% | $145,884+0.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 9.45% | 98.60%-89.1pp | 420.17%-410.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $576 | $5,286-89.1% | $4,933-88.3% | $4,662-87.6% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,886 | $15,030-87.5% | $12,989-85.5% | $13,392-85.9% |