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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 | $131,755 | $155,555-15.3% | $146,866-10.3% | $155,188-15.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | -41.58% | 115.41%-157.0pp | 102.85%-144.4pp | 148.84%-190.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,984 | $8,044-0.7% | $7,759+2.9% | $6,531+22.3% |
| Admin fee / account holder | $114,468 | $14,755+675.8% | $13,620+740.4% | $14,480+690.5% |