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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 | $68,662 | $84,685-18.9% | $73,836-7.0% | $125,389-45.2% |
| Participation rate | 55.6% | 76.8%-21.2pp | 73.4%-17.9pp | 83.2%-27.6pp |
| Annual return | -5.04% | 3123.80%-3128.8pp | 2268.06%-2273.1pp | 282.24%-287.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,244 | $3,993+6.3% | $3,583+18.4% | $5,352-20.7% |
| Admin fee / account holder | $946 | $5,694-83.4% | $4,882-80.6% | $9,541-90.1% |