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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 | $15,930 | $92,684-82.8% | $82,706-80.7% | $134,509-88.2% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -64.99% | 945.84%-1010.8pp | 701.76%-766.7pp | 418.13%-483.1pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,087 | $4,800+6.0% | $4,394+15.8% | $6,400-20.5% |
| Admin fee / account holder | $9,440 | $5,982+57.8% | $5,329+77.2% | $11,427-17.4% |