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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 | $41,978 | $97,732-57.0% | $83,831-49.9% | $135,380-69.0% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -33.42% | 1287.56%-1321.0pp | 850.99%-884.4pp | 519.81%-553.2pp |
| Employer contribution / active EE | $194 | $4,222-95.4% | $3,631-94.7% | $4,779-95.9% |
| Participant deferral / active EE | $4,125 | $4,683-11.9% | $4,082+1.1% | $5,609-26.5% |
| Admin fee / account holder | $11,699 | $6,675+75.3% | $5,479+113.5% | $10,828+8.0% |