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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 | $27,983 | $57,312-51.2% | $86,617-67.7% | $75,181-62.8% |
| Participation rate | 13.3% | 63.2%-49.9pp | 71.7%-58.4pp | 67.2%-53.9pp |
| Annual return | -196.89% | 2672.78%-2869.7pp | 591.91%-788.8pp | 160.69%-357.6pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,828 | $3,319+15.3% | $4,437-13.7% | $4,126-7.2% |
| Admin fee / account holder | $3,581 | $4,114-13.0% | $5,613-36.2% | $5,650-36.6% |