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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 | $42,279 | $88,710-52.3% | $81,783-48.3% | $145,959-71.0% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | -9.75% | 1027.26%-1037.0pp | 775.05%-784.8pp | 561.95%-571.7pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,760 | $4,645-62.1% | $4,320-59.3% | $6,689-73.7% |
| Admin fee / account holder | $8,225 | $8,407-2.2% | $7,380+11.5% | $13,398-38.6% |