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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 | $3,652 | $76,785-95.2% | $56,441-93.5% | $145,959-97.5% |
| Participation rate | 26.7% | 63.2%-36.6pp | 52.5%-25.8pp | 80.3%-53.6pp |
| Annual return | -10.82% | 3000.51%-3011.3pp | 1704.21%-1715.0pp | 561.95%-572.8pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $441 | $2,624-83.2% | $1,953-77.4% | $6,689-93.4% |
| Admin fee / account holder | $744 | $3,334-77.7% | $2,829-73.7% | $13,398-94.4% |