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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 | $79,143 | $109,863-28.0% | $98,477-19.6% | $167,518-52.8% |
| Participation rate | 20.0% | 75.8%-55.8pp | 73.3%-53.3pp | 82.1%-62.1pp |
| Annual return | -2.50% | 1958.09%-1960.6pp | 1493.59%-1496.1pp | 478.71%-481.2pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,900 | $4,673-16.5% | $4,276-8.8% | $6,342-38.5% |
| Admin fee / account holder | $10,947 | $6,755+62.1% | $5,951+84.0% | $12,312-11.1% |