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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 | $8,117 | $27,632-70.6% | $61,399-86.8% | $68,495-88.1% |
| Participation rate | 8.0% | 39.5%-31.5pp | 52.6%-44.6pp | 67.9%-59.9pp |
| Annual return | -21.97% | -13.24%-8.7pp | 338.81%-360.8pp | -7.84%-14.1pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $439 | $1,264-65.2% | $2,124-79.3% | $4,028-89.1% |
| Admin fee / account holder | $513 | $2,010-74.5% | $2,131-75.9% | $5,403-90.5% |