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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 | $55,892 | $82,630-32.4% | $64,105-12.8% | $125,389-55.4% |
| Participation rate | 36.4% | 75.9%-39.5pp | 68.2%-31.8pp | 83.2%-46.8pp |
| Annual return | -5.91% | 1489.72%-1495.6pp | 791.24%-797.1pp | 282.24%-288.1pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,889 | $3,608-47.7% | $2,822-33.1% | $5,352-64.7% |
| Admin fee / account holder | $904 | $6,382-85.8% | $4,499-79.9% | $9,541-90.5% |