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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 | $82,595 | $135,645-39.1% | $110,243-25.1% | $135,380-39.0% |
| Participation rate | 68.8% | 83.5%-14.7pp | 79.8%-11.1pp | 82.6%-13.9pp |
| Annual return | -10.08% | 513.24%-523.3pp | 314.76%-324.8pp | 519.81%-529.9pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,898 | $5,507+25.3% | $4,672+47.6% | $5,609+23.0% |
| Admin fee / account holder | $1,133 | $11,458-90.1% | $8,548-86.8% | $10,828-89.5% |