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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 | $78,515 | $197,819-60.3% | $155,789-49.6% | $125,389-37.4% |
| Participation rate | 17.6% | 82.1%-64.4pp | 76.1%-58.5pp | 83.2%-65.5pp |
| Annual return | -5.43% | 86.73%-92.2pp | 71.54%-77.0pp | 282.24%-287.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,050 | $5,631-81.4% | $4,798-78.1% | $5,352-80.4% |
| Admin fee / account holder | $522 | $9,544-94.5% | $7,477-93.0% | $9,541-94.5% |