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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 | $138,102-20.7% | $125,381-12.7% | $134,532-18.6% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -21.59% | 750.73%-772.3pp | 572.31%-593.9pp | 418.27%-439.9pp |
| Employer contribution / active EE | $856 | $5,245-83.7% | $4,815-82.2% | $4,741-82.0% |
| Participant deferral / active EE | $6,497 | $7,801-16.7% | $7,448-12.8% | $6,401+1.5% |
| Admin fee / account holder | $667 | $11,568-94.2% | $10,007-93.3% | $11,429-94.2% |