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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 | $111,654 | $226,105-50.6% | $182,540-38.8% | $152,897-27.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 0.83% | 192.58%-191.7pp | 148.58%-147.7pp | 345.43%-344.6pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,333 | $6,370+30.8% | $5,525+50.8% | $5,851+42.4% |
| Admin fee / account holder | $27,158 | $10,706+153.7% | $8,593+216.0% | $11,599+134.1% |