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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 | $10,652 | $101,283-89.5% | $75,826-86.0% | $135,379-92.1% |
| Participation rate | 7.1% | 72.7%-65.6pp | 68.2%-61.1pp | 82.6%-75.5pp |
| Annual return | -119.58% | 3384.62%-3504.2pp | 1914.15%-2033.7pp | 519.79%-639.4pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $929 | $3,469-73.2% | $2,862-67.6% | $5,609-83.4% |
| Admin fee / account holder | $807 | $6,539-87.7% | $4,726-82.9% | $10,828-92.5% |