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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 | $91,526 | $180,459-49.3% | $154,108-40.6% | $135,380-32.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -8.89% | 888.21%-897.1pp | 735.21%-744.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $1,101 | $6,035-81.8% | $5,298-79.2% | $4,779-77.0% |
| Participant deferral / active EE | $6,505 | $5,806+12.0% | $5,081+28.0% | $5,609+16.0% |
| Admin fee / account holder | $1,406 | $16,145-91.3% | $13,411-89.5% | $10,828-87.0% |