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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 | $28,263 | $107,809-73.8% | $90,657-68.8% | $135,380-79.1% |
| Participation rate | 0.0% | 78.0%-78.0pp | 74.0%-74.0pp | 82.6%-82.6pp |
| Annual return | -15.76% | -0.90%-14.9pp | 1.89%-17.6pp | 519.81%-535.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,000 | $3,872+80.8% | $3,424+104.4% | $5,609+24.8% |
| Admin fee / account holder | $390 | $5,931-93.4% | $4,994-92.2% | $10,828-96.4% |