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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 | $9,079 | $92,707-90.2% | $82,726-89.0% | $134,493-93.2% |
| Participation rate | 53.3% | 75.2%-21.9pp | 72.6%-19.2pp | 81.2%-27.9pp |
| Annual return | -21.16% | 945.12%-966.3pp | 701.33%-722.5pp | 418.01%-439.2pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,748 | $4,801-63.6% | $4,394-60.2% | $6,400-72.7% |
| Admin fee / account holder | $1,171 | $5,980-80.4% | $5,328-78.0% | $11,425-89.8% |