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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 | $18,835 | $160,028-88.2% | $147,080-87.2% | $145,884-87.1% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | -6.37% | 98.60%-105.0pp | 420.17%-426.5pp | 551.85%-558.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,097 | $8,422-3.9% | $8,066+0.4% | $6,690+21.0% |
| Admin fee / account holder | $2,734 | $15,030-81.8% | $12,989-78.9% | $13,392-79.6% |