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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 | $109,468 | $138,078-20.7% | $125,363-12.7% | $134,509-18.6% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -21.59% | 750.49%-772.1pp | 572.15%-593.7pp | 418.13%-439.7pp |
| Employer contribution / active EE | $856 | $5,245-83.7% | $4,815-82.2% | $4,741-82.0% |
| Participant deferral / active EE | $6,497 | $7,800-16.7% | $7,447-12.8% | $6,400+1.5% |
| Admin fee / account holder | $667 | $11,566-94.2% | $10,005-93.3% | $11,427-94.2% |