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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 | $59,917 | $171,867-65.1% | $149,721-60.0% | $147,586-59.4% |
| Participation rate | 44.4% | 88.2%-43.7pp | 87.1%-42.6pp | 82.8%-38.4pp |
| Annual return | -0.58% | 2113.36%-2113.9pp | 1501.67%-1502.3pp | 578.59%-579.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,694 | $7,270-49.2% | $6,568-43.8% | $5,439-32.1% |
| Admin fee / account holder | $3,001 | $13,799-78.3% | $11,282-73.4% | $10,886-72.4% |