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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 | $32,590 | $97,732-66.7% | $83,831-61.1% | $135,380-75.9% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -9.86% | 1287.56%-1297.4pp | 850.99%-860.8pp | 519.81%-529.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,278 | $4,683-30.0% | $4,082-19.7% | $5,609-41.6% |
| Admin fee / account holder | $416 | $6,675-93.8% | $5,479-92.4% | $10,828-96.2% |