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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 | $104,800 | $138,078-24.1% | $125,363-16.4% | $134,509-22.1% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-14.0pp | 81.2%-12.8pp |
| Annual return | -26.54% | 750.49%-777.0pp | 572.15%-598.7pp | 418.13%-444.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,896 | $7,800+52.5% | $7,447+59.7% | $6,400+85.9% |
| Admin fee / account holder | $771 | $11,566-93.3% | $10,005-92.3% | $11,427-93.3% |