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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 | $53,309 | $190,843-72.1% | $159,981-66.7% | $134,493-60.4% |
| Participation rate | 16.7% | 81.9%-65.3pp | 78.0%-61.3pp | 81.2%-64.6pp |
| Annual return | -20.70% | 552.37%-573.1pp | 408.70%-429.4pp | 418.01%-438.7pp |
| Employer contribution / active EE | $0 | $4,993-100.0% | $4,224-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,496 | $6,923-78.4% | $6,182-75.8% | $6,400-76.6% |
| Admin fee / account holder | $464 | $10,475-95.6% | $8,700-94.7% | $11,425-95.9% |