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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 | $4,599 | $76,608-94.0% | $56,077-91.8% | $145,877-96.8% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | -17.08% | 3009.59%-3026.7pp | 1709.28%-1726.4pp | 551.28%-568.4pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,528 | $2,624-3.7% | $1,954+29.4% | $6,691-62.2% |
| Admin fee / account holder | $1,448 | $3,325-56.5% | $2,825-48.7% | $13,402-89.2% |