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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 | $80,889 | $118,708-31.9% | $98,920-18.2% | $158,966-49.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | -1.36% | 372.49%-373.8pp | 196.47%-197.8pp | 302.95%-304.3pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,463 | $5,089-31.9% | $4,245-18.4% | $5,983-42.1% |
| Admin fee / account holder | $18,119 | $10,134+78.8% | $6,643+172.8% | $11,250+61.1% |