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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 | $78,967 | $138,114-42.8% | $125,391-37.0% | $134,545-41.3% |
| Participation rate | 57.9% | 84.5%-26.6pp | 82.4%-24.5pp | 81.2%-23.3pp |
| Annual return | -78.56% | 750.88%-829.4pp | 572.41%-651.0pp | 418.37%-496.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,504 | $7,801-42.3% | $7,448-39.5% | $6,401-29.6% |
| Admin fee / account holder | $54,098 | $11,570+367.6% | $10,009+440.5% | $11,431+373.3% |