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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 | $64,945 | $156,927-58.6% | $121,169-46.4% | $139,456-53.4% |
| Participation rate | 38.9% | 76.4%-37.6pp | 69.5%-30.6pp | 80.3%-41.4pp |
| Annual return | -7.91% | 1475.85%-1483.8pp | 986.71%-994.6pp | 373.45%-381.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,051 | $4,848-57.7% | $4,083-49.8% | $6,711-69.4% |
| Admin fee / account holder | $708 | $6,946-89.8% | $5,645-87.5% | $11,407-93.8% |