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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 | $60,841 | $92,766-34.4% | $82,763-26.5% | $134,545-54.8% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -27.80% | 946.97%-974.8pp | 702.45%-730.2pp | 418.37%-446.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,667 | $4,802+80.5% | $4,395+97.2% | $6,401+35.4% |
| Admin fee / account holder | $338 | $5,978-94.3% | $5,325-93.7% | $11,431-97.0% |