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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 | $20,403 | $104,907-80.6% | $84,610-75.9% | $152,870-86.7% |
| Participation rate | 16.7% | 74.8%-58.2pp | 68.2%-51.6pp | 82.4%-65.8pp |
| Annual return | -77.07% | 373.79%-450.9pp | 258.74%-335.8pp | 345.34%-422.4pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,589 | $4,688-44.8% | $3,899-33.6% | $5,850-55.8% |
| Admin fee / account holder | $13,188 | $6,241+111.3% | $4,912+168.5% | $11,597+13.7% |