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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 | $18,796 | $102,663-81.7% | $86,216-78.2% | $139,466-86.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | -0.10% | 1924.52%-1924.6pp | 1169.42%-1169.5pp | 373.66%-373.8pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,332 | $4,677-50.2% | $3,986-41.5% | $6,712-65.3% |
| Admin fee / account holder | $9,282 | $8,663+7.2% | $6,853+35.4% | $11,409-18.6% |