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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 | $19,581 | $202,440-90.3% | $169,390-88.4% | $139,466-86.0% |
| Participation rate | 42.9% | 81.1%-38.3pp | 77.2%-34.3pp | 80.3%-37.5pp |
| Annual return | -76.97% | 532.36%-609.3pp | 406.07%-483.0pp | 373.66%-450.6pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,203 | $6,940+3.8% | $6,222+15.8% | $6,712+7.3% |
| Admin fee / account holder | $12,380 | $10,722+15.5% | $9,015+37.3% | $11,409+8.5% |