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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 | $63,702 | $176,077-63.8% | $159,455-60.1% | $167,518-62.0% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | -4.05% | 331.83%-335.9pp | 263.63%-267.7pp | 478.71%-482.8pp |
| Employer contribution / active EE | $256 | $5,298-95.2% | $4,830-94.7% | $4,838-94.7% |
| Participant deferral / active EE | $10,372 | $7,751+33.8% | $7,353+41.1% | $6,342+63.5% |
| Admin fee / account holder | $590 | $12,556-95.3% | $10,800-94.5% | $12,312-95.2% |