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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 | $30,988 | $84,685-63.4% | $73,836-58.0% | $125,389-75.3% |
| Participation rate | 33.3% | 76.8%-43.4pp | 73.4%-40.1pp | 83.2%-49.9pp |
| Annual return | -5.52% | 3123.80%-3129.3pp | 2268.06%-2273.6pp | 282.24%-287.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,970 | $3,993+24.5% | $3,583+38.7% | $5,352-7.1% |
| Admin fee / account holder | $341 | $5,694-94.0% | $4,882-93.0% | $9,541-96.4% |