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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 | $39,986 | $180,459-77.8% | $154,108-74.1% | $135,380-70.5% |
| Participation rate | 18.8% | 87.4%-68.7pp | 83.0%-64.3pp | 82.6%-63.9pp |
| Annual return | -14.96% | 888.21%-903.2pp | 735.21%-750.2pp | 519.81%-534.8pp |
| Employer contribution / active EE | $459 | $6,035-92.4% | $5,298-91.3% | $4,779-90.4% |
| Participant deferral / active EE | $2,531 | $5,806-56.4% | $5,081-50.2% | $5,609-54.9% |
| Admin fee / account holder | $1,527 | $16,145-90.5% | $13,411-88.6% | $10,828-85.9% |