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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 | $17,827 | $190,879-90.7% | $160,009-88.9% | $134,532-86.7% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.0%-13.7pp | 81.2%-16.9pp |
| Annual return | -25.28% | 552.63%-577.9pp | 408.85%-434.1pp | 418.27%-443.6pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,129 | $6,924-54.8% | $6,183-49.4% | $6,401-51.1% |
| Admin fee / account holder | $3,480 | $10,495-66.8% | $8,715-60.1% | $11,429-69.5% |