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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 | $144,237 | $138,114+4.4% | $125,391+15.0% | $134,545+7.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.77% | 750.88%-771.7pp | 572.41%-593.2pp | 418.37%-439.1pp |
| Employer contribution / active EE | $10 | $5,246-99.8% | $4,816-99.8% | $4,742-99.8% |
| Participant deferral / active EE | $6,597 | $7,801-15.4% | $7,448-11.4% | $6,401+3.1% |
| Admin fee / account holder | $1,646 | $11,570-85.8% | $10,009-83.6% | $11,431-85.6% |