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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 | $10,809 | $117,694-90.8% | $71,755-84.9% | $134,532-92.0% |
| Participation rate | 7.7% | 68.8%-61.1pp | 62.3%-54.6pp | 81.2%-73.5pp |
| Annual return | -122.13% | 25.33%-147.5pp | 9.09%-131.2pp | 418.27%-540.4pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,019 | $3,753-72.8% | $2,656-61.6% | $6,401-84.1% |
| Admin fee / account holder | $882 | $6,374-86.2% | $3,972-77.8% | $11,429-92.3% |