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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 | $51,017 | $138,114-63.1% | $125,391-59.3% | $134,545-62.1% |
| Participation rate | 12.5% | 84.5%-72.0pp | 82.4%-69.9pp | 81.2%-68.7pp |
| Annual return | -20.88% | 750.88%-771.8pp | 572.41%-593.3pp | 418.37%-439.2pp |
| Employer contribution / active EE | $773 | $5,246-85.3% | $4,816-84.0% | $4,742-83.7% |
| Participant deferral / active EE | $3,220 | $7,801-58.7% | $7,448-56.8% | $6,401-49.7% |
| Admin fee / account holder | $533 | $11,570-95.4% | $10,009-94.7% | $11,431-95.3% |