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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 | $38,970 | $82,630-52.8% | $64,105-39.2% | $125,389-68.9% |
| Participation rate | 52.6% | 75.9%-23.2pp | 68.2%-15.5pp | 83.2%-30.6pp |
| Annual return | -3.99% | 1489.72%-1493.7pp | 791.24%-795.2pp | 282.24%-286.2pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,916 | $3,608+8.5% | $2,822+38.8% | $5,352-26.8% |
| Admin fee / account holder | $2,903 | $6,382-54.5% | $4,499-35.5% | $9,541-69.6% |