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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 | $133,941 | $190,862-29.8% | $159,991-16.3% | $134,509-0.4% |
| Participation rate | 56.3% | 82.0%-25.7pp | 78.0%-21.7pp | 81.2%-25.0pp |
| Annual return | -21.83% | 552.59%-574.4pp | 408.82%-430.7pp | 418.13%-440.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,063 | $6,924+16.4% | $6,183+30.4% | $6,400+26.0% |
| Admin fee / account holder | $813 | $10,495-92.3% | $8,715-90.7% | $11,427-92.9% |