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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 | $47,822 | $190,862-74.9% | $159,991-70.1% | $134,509-64.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -21.49% | 552.59%-574.1pp | 408.82%-430.3pp | 418.13%-439.6pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,179 | $6,924-68.5% | $6,183-64.8% | $6,400-66.0% |
| Admin fee / account holder | $2,236 | $10,495-78.7% | $8,715-74.3% | $11,427-80.4% |