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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 | $16,023 | $97,729-83.6% | $83,830-80.9% | $135,379-88.2% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -21.54% | 1287.52%-1309.1pp | 850.97%-872.5pp | 519.79%-541.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,039 | $4,683-13.7% | $4,082-1.0% | $5,609-28.0% |
| Admin fee / account holder | $1,978 | $6,674-70.4% | $5,479-63.9% | $10,828-81.7% |