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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 | $57,305-51.2% | $86,640-67.7% | $75,173-62.8% |
| Participation rate | 13.3% | 63.2%-49.9pp | 71.7%-58.4pp | 67.2%-53.9pp |
| Annual return | -196.89% | 2674.24%-2871.1pp | 592.52%-789.4pp | 160.72%-357.6pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,828 | $3,320+15.3% | $4,438-13.8% | $4,126-7.2% |
| Admin fee / account holder | $3,581 | $4,116-13.0% | $5,616-36.2% | $5,651-36.6% |