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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 | $94,246 | $135,645-30.5% | $110,243-14.5% | $135,380-30.4% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.8%-22.7pp | 82.6%-25.5pp |
| Annual return | -9.05% | 513.24%-522.3pp | 314.76%-323.8pp | 519.81%-528.9pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,081 | $5,507-62.2% | $4,672-55.5% | $5,609-62.9% |
| Admin fee / account holder | $950 | $11,458-91.7% | $8,548-88.9% | $10,828-91.2% |