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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 | $39,565 | $99,644-60.3% | $86,438-54.2% | $134,532-70.6% |
| Participation rate | 69.2% | 82.1%-12.8pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -22.02% | 6787.26%-6809.3pp | 4397.19%-4419.2pp | 418.27%-440.3pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,504 | $7,247-51.7% | $6,952-49.6% | $6,401-45.3% |
| Admin fee / account holder | $696 | $8,375-91.7% | $6,733-89.7% | $11,429-93.9% |