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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 | $34,872 | $92,743-62.4% | $82,744-57.9% | $134,532-74.1% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -23.68% | 946.63%-970.3pp | 702.22%-725.9pp | 418.27%-441.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $44,275 | $4,802+822.1% | $4,395+907.5% | $6,401+591.7% |
| Admin fee / account holder | $34,851 | $5,977+483.1% | $5,325+554.5% | $11,429+204.9% |