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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 | $36,846 | $44,850-17.8% | $60,547-39.1% | $59,633-38.2% |
| Participation rate | 44.7% | 59.5%-14.8pp | 68.0%-23.3pp | 68.7%-24.0pp |
| Annual return | -3.96% | 1074.14%-1078.1pp | 335.64%-339.6pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,713 | $2,230-23.2% | $3,328-48.5% | $3,192-46.3% |
| Admin fee / account holder | $693 | $3,635-80.9% | $4,536-84.7% | $4,297-83.9% |