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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 | $19,874 | $100,911-80.3% | $90,440-78.0% | $158,966-87.5% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | -27.47% | 1726.62%-1754.1pp | 1294.38%-1321.9pp | 302.95%-330.4pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,292 | $4,348-47.3% | $3,964-42.2% | $5,983-61.7% |
| Admin fee / account holder | $7,270 | $6,507+11.7% | $5,615+29.5% | $11,250-35.4% |